Accelerating Your Wealth

In my latest podcast episode, I had the privilege of speaking with Thomas Mather, a renowned researcher specializing in financial decision-making tools and techniques. The conversation was a deep exploration of financial well-being, particularly focusing on the challenges faced by women in their 50s when making long-term decisions. Tom is an internationally experienced researcher who's currently l...

If you've ever wondered about my approach to financial well-being, this episode is one to listen to as I will share with you how I guide my clients through the intricacies of their financial journey. Frequently, individuals turn to me during significant life events or milestones, such as inheriting wealth or selling a business, seeking clarity and support. So where and how do we begin? In our init...

Today's episode we welcome Katharine, an experienced consultant nurse specializing in women's health and menopause. Katharine brings her extensive knowledge and personal insights from her three-decade-long career. She's not only a nurse consultant but also the founder and director of Flux State Limited, a supportive platform helping women to comprehend their bodies, empower their minds, and confid...

Get ready for today's episode as I welcome on board Laurence Van Denwerm, an investment strategist at Timeline, a financial planning company. Hailing originally from the vibrant landscapes of South Africa, Laurence is here to spill the beans on the intricacies of financial planning, drawing from his rich reservoir of experience and expertise. The primary topic of the conversation is the role and f...

In this episode of "Accelerate Your Wealth," I have guest speaker Jo Davison, a successful money and business mentor, speaker, and author. Jo shares her journey from being a chiropractor to creating the "She's a Money Boss" academy, a program used by women worldwide to improve their financial habits. She speaks about her past struggles, including being caught up in the pressures of running a busin...

Jennie & I  dive deep into the world of life cover and insurance, demystifying these crucial financial safety nets and their impact on your financial future. We touch upon the importance of having the right kind of insurance policies, such as life cover, critical illness, income protection, and business insurance. With share our thoughts &  ideas on how to evaluate existing insurance policies, ens...

Get ready to supercharge your sales game and change your approach to selling! In this episode, we dive deep into the world of authentic sales conversations with the incredible Catherine Watkin. Brace yourself for a lively and informative journey that will change the way you think about selling forever! Catherine, a true sales expert, unveils her secrets to success, emphasizing the importance of se...

Ready to dive headfirst into the art of planning for the last quarter of 2023? First things first, let's talk about the importance of planning. It's not just a mere task on our to-do list; it's a powerful tool for shaping our future. I'll be highlighting how our mindset and goals play a significant role in creating a roadmap to success. Oh, and I can't wait to share this incredible book I'm readin...

On today's show, Rebecca Robertson welcomes her guest, Nicole Winer, a business strategist and coach. They discuss profitability in business and Nicole's background as an ex-global investment banker. Nicole shares her passion for helping others and creating a ripple effect of kindness in society. She also talks about the challenges she faced in her own business and emphasizes the importance of und...

Rebecca Robertson engages in an insightful conversation with guest Jennie, an expert in will writing and estate planning. They delve into the intricacies of wills, trusts, and the importance of thorough estate planning. Throughout the discussion, they touch on various key points that shed light on the significance of these legal documents and the potential challenges that can arise. From the role...

Today we are joined by guest Jenny Wright from the Money and Pension Service and we discuss the importance of breaking down taboos and stigma around discussing finances.  The organization provides impartial guidance and information to help people make informed decisions, offering a toolkit for schools and parenting resources to help educate young people about money. Jenny shares a personal story a...

This episode focuses on tax management and financial empowerment. Hetty and I share our insights on common tax problems, strategies for tracking expenses and maximizing deductions delving into the mindset around money, and offering tips for setting achievable financial goals.   To begin with we kick off by discussing the importance of tracking expenses and separating business and personal finances...

Today I am joined by Jennie Delelis as we discuss the current state of the mortgage market. Our conversation centers on the practical aspects of obtaining a mortgage, including the documentation and information that clients need to provide, the challenges faced by clients seeking a mortgage in today's market, and the role of brokers in helping clients navigate the process. Throughout the conversat...

Join me as I discuss the importance of 'knowing your numbers in business'. Perhaps you may have heard this saying, and often, but I really want to stress the need for businesses to focus on metrics that matter, rather than getting caught up in vanity metrics like social media rankings and downloads. Knowing the numbers offers insights into how businesses can streamline their processes and delegate...

Financial planning is important but not all financial planners are qualified, making it important to find a regulated advisor. The planning process is crucial in making sure that you know where you're going, how much you need, and what tools you need to achieve your financial goals. The three main reasons why everyone needs financial planning are accountability, decision-making, and reducing worry...

In this episode, I am joined by Star Monroe who was previously featured on our podcast last year you can check out the episode here - https://rebeccarobertson.co.uk/ep78-female-financial-independence-series-coming-back-to-me/ Today we dive into a conversation about personal growth, self-awareness, and business success. Exploring different topics such as self-trust, intuition, decision-making, prod...

In this episode I will be sharing with you updates from a recent conference I was at. Plus I will be exploring with you the intriguing world of pensions and ISAs, where you can discover which investment options align best with your financial goals. While pensions are traditionally seen as long-term investments for retirement, ISAs offer shorter-term benefits with tax advantages.  Deciding between...

In this podcast episode, I talk about reducing risk when investing. that men are typically more accepting of risk and more likely to invest than women. Providing you with real examples of women who have inherited or earned a significant amount of money but lack the knowledge of investing. I explain that as a financial advisor, my role is to assess clients' risk profiles and suggests ways of reduci...

In this podcast episode, I share how I had to take a break from the podcast due to massive overwhelm. I understand how overwhelming it can be when you are in that state and how sometimes you have to shift things back, take things off your plate, and let things sit. Since I paused the podcast I wanted to share what had been happening, including some big decisions I've made about the business. Durin...

It's about time, not timing when it comes to investing. There is a common misconception that when it comes to investing that it's all about trying to time the market. Having to predict the future so you can buy when prices are low, sell when they are high, and make a return on your investments. But the thing is, no one can predict the markets and what they are going to do.  As a Financial Advisor...

A recession is a significant decline in economic activity across a wide range of sectors and industries. Right now as I recorded this episode the UK is not currently in a recession. It's not been forecasted by the Bank of England, but there is a lot of talk about it is likely based on what is going on with consumers.  A recession usually lasts for a prolonged period, typically six months or more. ...

It's one of the big questions that comes up quite a lot. Clients that I've talked to have lots of different pensions all over the place, they've often forgotten, then they don't know where they are, how much is in them, let alone what their fees are, what their charges are, what they're invested in what the risk profile is, or how much they actually could retire on. It's the ultimate question so l...

In today's session I'll be talking to Skye Barbour who is a business and leadership strategist. She has played a vital part in helping ambitious entrepreneurs build multi-seven figure businesses by having their workflows while doubling their profits. We're talking about how you shift from sole trader on your own, to having a team and how to manage that team ongoing into how to pivot being on your...

In the final week of our Financial Detox, we will be looking at the more holistic view of your financial situation. Take the Financial Well-being Assessment quiz here: https://evolutionfinancialplanning.co.uk/financial-well-being-quiz Feel free to join my Facebook Community and you will find inside all replays from the previous weeks of our 4-week Financial Detox. You can also head over to watch t...

This week is about looking at the bigger picture. For a lot of people at the moment, it might just be a case of living from week to week and getting by, trying to pay the bills and put food on the table but there is also a need to consider planning for the future goals. We want to put some money aside for our future goals and general expenses.    Feel free to join my Facebook Community and watch o...