#23 The power in planning your financial future | Chat with Charlotte Watson

Equestrian Mums Club

18-04-2024 • 53 mins

If you won £200,000 on the lottery tonight... what would you spend it on? How do you know what your financial priorities are (& what "should" they be)?


In this episode, we're talking to the self-titled "pensions princess", Charlotte Watson. UK-based financial planner, horse owner/rider/enthusiast/aficionado and mother-of-one - Charlotte is certainly not your stereotypical "man in a pin-striped" suit!


In this chat, Charlotte is breaking down the difficult financial jargon you've probably heard of... with a sprinkle of glitter, a great big smile and in terms you and your horsey dreams will be delighted to hear about! Who knew finances could be fun?! (No, we're not kidding!)


Listen on to hear more on...

  • Who is Charlotte - and how did a horsey girl, the daughter of a jockey, become a financial planner?!
  • What can a financial planner do for you?
  • Who should be using a financial planner?
  • How should you be prioritising your finances, based on my income level?
  • What IS child benefit and is it worth claiming?
  • When should we be looking to save or invest?
  • How can we protect ourselves financially - inc. tips around life cover, sick pay, retirement planning, and inheritance
  • Plus, Charlotte's top tips for expectant equestrian parents


Charlotte is giving us a truly unique viewpoint on finances - knowing our struggles as equestrians, parents and people juggling so many responsibilities. Money is so emotive for many of us - so we really hope you find this episode as useful as we did whilst recording!


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