Money, relationships & estate planning, with Lottie Leefe

Joining me today is Lottie Leefe, founder of The Dura Society and a financial advisor who is helping women through different stages of life to improve and take control of their wealth and wellbeing.

Together we cover what you should consider before making joint financial decisions, as well as providing valuable guidance on being financially prepared for the unexpected (wills, pension beneficiaries, insurances). We also talk about how to look after yourself when you end up in challenging situations such as debt, economic abuse or divorce.

Resources:

• FIRE movement means “Financial Independence, Retire Early”
• Women in Finance Charter: https://www.gov.uk/government/publications/women-in-finance-charter
• Will Aid: https://www.willaid.org.uk/
• How to check your credit score: https://www.moneysavingexpert.com/loans/check-free-credit-report/
• Free Wills Month: https://freewillsmonth.org.uk/
• Pension beneficiaries: https://www.pensionwise.gov.uk/en/when-you-die
• Insurances: https://www.moneyadviceservice.org.uk/en/categories/life-and-protection-insurance
• Surviving Economic Abuse: https://survivingeconomicabuse.org
• Find an adviser: Unbiased (https://www.unbiased.co.uk/), VouchedFor (https://www.vouchedfor.co.uk/) and Find A Wealth Manager (https://www.findawealthmanager.com/)

You can follow and connect with Lottie at:

• The Dura Society: www.thedurasociety.com
• Instagram: @thedurasociety

You can learn more about Vestpod and subscribe to our newsletter here: https://www.vestpod.com. You can follow us on Instagram @vestpod and join our Facebook group. My book is available to purchase from Amazon and your favourite bookshop.

* Please note that we are not certified financial advisers! The articles and information made available on Vestpod and this podcast are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.*

Hosted on Acast. See acast.com/privacy for more information.