24 - Advising in a time of lockdown


Manage episode 263024894 series 2379314
By Wesleyan. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

In this special crossover episode with Money Marketing, Jonathan Halberda, one of Wesleyan's Senior Financial Consultants, talks to the magazine's editor Justin Cash about how the Covid-19 pandemic is changing the financial planning profession for both advisers and their customers.

Jonathan explains how Wesleyan has been changing the way it works to ensure it can continue to provide a seamless service our customers, especially those doctors who are working all hours to look after patients suffering from Coronavirus.

You can find out more about Wesleyan at www.wesleyan.co.uk and Money Marketing at www.moneymarketing.co.uk.

This podcast is for information purposes only and shouldn’t be considered as financial advice. If you are impacted by some of the issues discussed, or any other financial matters, talk to a qualified financial adviser directly.

54 episodes