Video: What conversations do we need to be having in 2024?

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Watch this exclusive video with Finura Co-Founder and Managing Director, Nathan Mead-Wellings, and Benchmark’s Commercial Director, Gillian Hepburn, discussing family wealth and the importance of financial advice in uncertain times. Plus, insights from Robert Starkey of Schroder Investment Solutions (SIS) on maintaining portfolio performance in volatile markets.

Nathan and Gillian start by discussing family wealth preservation, including the importance of encouraging Clients to have deeper conversations about money with their families, spouses and children (0:30 minutes), and why this is on Finura’s radar for 2024. This is followed by a look at the value of taking financial advice in uncertain times and how you can help financially protect future generations (8:05 minutes).

Finally, Robert Starkey puts investors’ minds at ease when it comes to portfolio performance in volatile markets, focusing on long term investing and trusting your financial planner during these times. (5:30 minutes).

If you have any questions or would like to chat with the Finura team about your financial plan for 2024 and beyond, please reach out on hello@finura.co.uk or give us a call on 020 8057 8004 we would love to hear from you. Alternatively, click here to fill out our contact form.

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