JCI Manchester: How to Manage your Personal Finances

Concerns about finances consistently top polls as being the biggest cause of stress and anxiety for young adults ages between 18-34. In particular, it has been shown that many young professionals have money worries about how to get onto the property ladder and how to budget effectively which can have a knock on effect both personally and professionally.

Taking control of your financial future can have a serious benefit to your mental health, wellbeing and lifestyle. With that in mind, we have partnered with Brewin Dolphin to run an online session aimed at providing young professionals with basic guidance on key areas to manage, protect and grow your financial affairs.

In this session, you will receive advice on:

  • How to make the most of your money
  • How to achieve long term financial security and greater financial flexibility
  • How to be prepared and have peace of mind in challenging and unexpected situations

About the Speakers:

Charlotte Tattersall – Chartered Financial Planner

Charlotte Tattersall is a Chartered Financial Planner, with 10 years industry experience. Charlotte is part of the financial planning team at Brewin Dolphin and advises her clients on all aspects of finance including investment planning, making use of tax efficient allowances, retirement and inheritance tax planning.

Harrison Turner – Chartered Wealth Manage

Harrison Turner is a Chartered Wealth Manager, who joined Brewin Dolphin in 2013. He specialises in investment management, running client portfolios to help meet their long-term goals. Harrison takes a keen interest in economics and politics and he is also working towards his advanced diploma in financial planning.