Business
This week I speak to Claire Walsh, the Head of Advice Strategy at Schroders Personal Wealth, one of the largest financial advice firms in the UK. Claire tells of how her parents' frugal approach to money and their insistence that she take responsibility for her own spending as a teenager, shaped her money beliefs and laid good financial foundations. Juggling learning with earning, and being prepared to work hard, while also enjoying life, eventually led to a short-lived career as a primary school teacher, before pivoting into the world of finance as a graduate trainee for American Express. A chance comment by Claire's now ex-husband that 'You'd be good as a financial adviser ‘eventually led to another career pivot, which involved a big pay cut, lots of studying and breaking through the male dominated financial services sector. After a successful and enjoyable ten year career as a professional financial planner, Claire decided to pivot her career again to take a senior leadership position at Schroder Private Wealth, where she is working hard to make a big difference to many more people's lives by sharing her passion, values and knowledge of the power and value of good financial planning with colleagues, customers and the media. https://www.spw.com/