Name: Women in Business Series: Lifestyle Financial Planning
Start: 2024-11-06
End: 2024-11-06

As part of our Just Keep Networking: Women in Business Series, this event offers Bristol women a space to share experiences and build confidence in financial planning.

This event offers Bristol women a space to share experiences and build confidence in financial planning.

Have you ever set goals but found yourself talking out of them before making progress? Do feelings of self-doubt or imposter syndrome keep you from pursuing the life you want? You’re not alone—many of us are influenced by ingrained beliefs and biases that affect how we approach and act when planning our financial futures.

In this session, we’ll provide examples of how we’ve helped clients overcome limiting beliefs by digging into their actual goals and designing life plans based on what truly matters. Building a life plan that is meaningful to each individualcan be a game changer for those who take the time to assess what matters most. Whether you’re just starting your career or are well-established, it’s never too early or late to start planning. Your objectives can and will change as your life evolves.

By attending this event, you will:

Walk away with a better understanding of your limiting beliefs and how they influence your financial decisions.
Recognise what matters most to you in your life plan.
Meet other like-minded individuals who seek empowerment to take charge of their financial futures.
Learn from a panel of women who tackle these challenges daily, including guest speakers who will share personal experiences.

Please join us for this interactive session and enjoy drinks and canapés as you connect with like-minded peers. While this is a female-focused event, this is an inclusive space open to all who are committed to advancing women’s empowerment.

Associate Director

Joy Wisniewski

Evelyn Partners

Joy is an Associate Director in Financial Planning at Evelyn Partners, focused on developing financial strategies for clients who manage both future planning and present needs. With a rich background in banking, Joy advised premium clients in Australia before moving to the UK over a decade ago. She previously served as the Head of Hartsfield Planning at a Southwest-based independent advisory firm, guiding businesses and personal clients in making optimal financial decisions. Joy is committed to championing diversity within the finance sector by promoting diversity internally and fostering a diverse client base.

Financial Planner

Claire Roberts

Evelyn Partners

Claire is an experienced Financial Planner and has been working in the financial services industry for over 10 years. Having moved from Scotland to Bristol in 2020 to work for Evelyn Partners, she has developed a particular interest in supporting vulnerable clients and clients with enhanced needs. Her areas of expertise include Investment Planning, Retirement Planning, Estate Planning and Lifetime Cash Flow Modelling. Her goal is to support individuals and families with making the most of their financial position and to foster long term working relationships with her clients.

Founder

Kate Clarke

Artemis Clarke

Kate is well versed with finance, accounting and tax functions. She originally trained as a chartered accountant with Arthur Andersen, and then enjoyed a number of finance and tax roles in industry before putting her career on hold to bring up a young family. In 2012 her corporate career was reignited, but in a new form – as Head of The Mitie Foundation; a corporate charity which focuses on, amongst other things, helping the unemployed into work. It was this experience that sparked the idea to set up Artemis Clarke as, not only had it given her the confidence to build something from scratch, it had made her realise how much she enjoyed matching candidates with job opportunities. It also fulfilled a lifelong ambition to run her own business.

Partner

Heledd Wyn

Shakespeare Martineau

Heledd is a Partner specialising in private client & long-term care. Based in Bristol Heledd has a great deal of experience across a range of future planning, private wealth and Court of Protection work. Specialising in future planning, she provides expert advice and guidance in respect of Wills, Powers of Attorney, long-term care, and asset protection to both private individuals and business owners. She also provides advice on inheritance tax and trusts, and is well known for her expertise in long-term and elderly care matters.