Webinar Overview

The session will cover:

Financial planning and objective setting - basic money management skills that we can take for granted
What is available in the market and how to use it - practical tips and tricks
Signs your financial situation may be impacting your mental health - how to recognise this and the steps to take to address it
OpenMoney App and how it can be best used - support with your finances and where you can go for further help
Q&A opportunity

Our Speakers

Dr Andres Fonseca - Consultant Psychiatrist and Co-Founder of Thrive: Mental Wellbeing

Andres is a dual-qualified Consultant Psychiatrist, medical director, honorary lecturer and innovative founder. With over 23 years of experience, Andres has a huge passion for mental health and helping people live happier, healthier lives.

Nick Lawman – Senior Financial Adviser at OpenMoney

As a senior financial adviser, Nick provides investment and pension advice to investors with OpenMoney. He has worked in most of the distribution advice channels within the financial services industry in England, Scotland and Northern Ireland.

Greg Blease – Financial Adviser at OpenMoney

As a financial adviser at OpenMoney, Greg prides himself on delivering quality and personalised advice to clients on an ongoing basis, whether they’re ready to invest or not. He is now working towards becoming Chartered to ensure he can maintain the highest possible standards of service as well as taking a keen interest in wider industry themes so that clients of any description can become confident in their finances.

Hannah Cole – Head of Support and Financial Adviser at OpenMoney

Since joining OpenMoney in 2017, Hannah has built her way up from a Trainee Adviser to become a qualified Financial Adviser and our Support Team Lead. Hannah strives toward delivering A-Class customer service to customers ensuring everyone within the team maintains a professional level of understanding of financial services. Having spent over 7 years in customer service, Hannah is determined to keep customer service standards high at OpenMoney, whilst continuing her studies towards chartership.

Register today to secure your FREE space!

Thrive: Mental Wellbeing hosts regular webinars on a range of topics, to find out more about the upcoming sessions click here.

Thrive and OpenMoney: Supporting Your Financial and Mental Wellbeing