Webinar: How to build your financial confidence

Views & insights

In this webinar, Carla Morris and Annabel Bosman, our wealth management experts, discuss how women can take control of their finances.


4 June 2024 | 3 minute read

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Originally broadcast: Tuesday 4 June 2024,
Duration: 30 minutes
Location: Online

A recent RBC study showed that 29% of women feel they don’t have a sufficient understanding of wealth management compared with only 10% of men¹.  

Although they feel empowered to manage their household’s day-to-day finances, many women said they lack confidence when it comes to financial planning and investing. But what’s the reason for this apprehension, and how can we help build this confidence?

In our webinar we aim to break down these barriers and explore how we can help you take control of your financial future.

We cover:

  • The road to freedom – why invest and plan?
  • Starting on the journey – saving vs investing
  • What’s stopping you? Barriers to investing
  • Choosing your map – making financial decisions
  • Asking for help – who to turn to and what to ask
  • Does it work? Our experience of how it can help.

This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

Hosts: Carla Morris and Annabel Bosman

Carla has been helping clients to meet their financial goals for over 20 years. A Chartered Financial Planner, she specialises in pensions and retirement planning, tax-efficient investing and inheritance tax planning. Carla is regularly quoted in the national media on pensions and financial planning topics.

Annabel is Regional Centre Head for London and the Southeast, having previously been Head of Relationship Management for RBC Wealth Management in the UK and Channel Islands. With over 20 years’ experience in the industry, Annabel is part of the leadership team and is focused on providing wealth management services to a broad range of clients.

¹ Source: Kantar – RBC Wealth Management UK brand tracking survey, October 2023. Sample: 600 UK-based HNW individuals.

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