Womens Network: How to review your Financial Position

Join Jo Haigh from Lyndhurst Financial Management on this webinar where she will explain how to review your financial position and prepare for the future by understanding the financial products available to you and the tax benefits of each.

Speaker Bio

Johanna Haigh

Chartered Financial Planner at Lyndhurst Financial Management Ltd.

CURRENT ROLE

Chartered Financial Planner and manager of the Hitchin Office which has recently grown to a team of 8. I obtained my Diploma in Financial Planning in 2005 and obtained my Chartered Financial Planner qualification in 2019. I have been advising since 2018 and look after around 120 clients.

PREVIOUS EXPERIENCE

I joined the Lyndhurst team in March 2015 when they took over my previous employer, Rothmere Wilson. I have been working in the industry since leaving university in 2002 with a degree in Accounting and Finance.

I am a member of SOLLA the Society of Later Life Advisers. This is a specialist qualification for those interested in helping people with their later life financial planning, specifically those needing care. This is something I am passionate about and came across due to my own personal experiences.

I am currently working towards the ILM Level 5 Diploma in Leadership and Management to help develop my management skills and encourage more strategic thinking within our team and I hope to progress this to level 7 in the future.

Away from the office I have 3 daughters which keep me very busy, but when I can I enjoy running and hiking to help keep me fit and sane.

Learning Objectives

• Understanding pension savings – the different pension types, savings limits, and tax advantages.
• Workplace Pensions – what are the rules.
• Life Insurance – different types available and the benefits of each.
• Savings and Investments – ISA’s and the tax benefits