Ep 39 - Helena Wardle discusses the launch of Money Means, how she fell into financial planning, the significance of having the right career support & much more!

Helena Wardle joins Abraham for an insightful discussion on:

• Her decision to move to the UK at the age of 20
• How she fell into financial planning and her career to date
• Setting up Smith and Wardle, and what the team looks like today
• The importance of delivery to clients and ensuring they are understood
• The significance of having a mentor and the correct support
• The idea for Money Means, what it will offer and when it will launch