Financial Wellness in Uncertain Times

CWN is delighted to be running the first of a series of events in 2023 around the themes of how life is now different following the pandemic and to consider the implications of these current uncertain times on our careers and financial wellness.

Sponsored and hosted by Royal Bank of Canada at their offices in Bishopsgate, London, there will be a panel discussion sharing perspectives on the themes below:

• Economic outlook and lessons from the past
• From a labour trend perspective what challenges and opportunities are now presented from the last few years from the Pandemic and beyond?
• What are the concerns for employers and what trends are we seeing in terms of new ways of working and integrating work and home balance?
• How are we as individuals responding to this new world?
• How does all this impact on our financial wellbeing?
• What tools are available to support us in these times?

 Included in our panel is Sam Secombe, who holds over 30 years in the financial sector and runs a financial planning business called Women’s Wealth, helping people get the best out of what they earn, own and hold.  

Nicola Barclay will also be speaking on the panel.  Nicola is a Chartered and Certified Financial Planner and Chartered Financial Analyst ay Finura.  She also sits on the events Committee at for City Women Network.

Our final panelist is Prue Thompson, eads the Marketing & Client Engagement teams for Wealth Management in the British Isles and Asia, and the global Investor & Treasury Services marketing team at Royal Bank of Canada.

The event will be moderated by Rhonda Martin, CWN Board Member and a Q&A session will follow the panel discussion followed by drinks and canapes over a networking reception.

We look forward to seeing you there!

About Sam Secomb

Sam is Founder of Women’s Wealth an innovative unbiased financial advice and coaching service that specialises in empowering women to create great financial futures for themselves.

Sam is an award-winning adviser on a mission to make financial advice more accessible and relevant
to women. Sam was freed up when her son took over the family wealth management business to do
an Exec MBA with Warwick Business Schools in preparation for launching her disruptive, subscription
based, financial planning service which she describes as gym membership for financial fitness.

About Nicky Barclay

Nicola is a Chartered and Certified Financial Planner and Chartered Financial Analyst at Finura who has been advising individuals, business owners and trustees on their financial planning needs for over 13 years. Prior to this, she worked as an investment banker at Citigroup, was a Founding Director at one of Asia’s leading regulatory and compliance search firms and began her career at the Bank of England and Financial Conduct Authority (FCA).

Nicola focuses on providing context to her Clients’ unique financial positions and best in class advice to create a tax-efficient framework from which their family’s wealth and financial security can be effectively managed and maximised. Having been a regulator, corporate stockbroker and business owner, she brings a unique blend of commercial experience, integrity and pragmatism to Client relationships. 

About Prue Thompson

Prue leads the Marketing & Client Engagement teams for Wealth Management in the British Isles and Asia, and the global Investor & Treasury Services marketing team at Royal Bank of Canada. Prue is based in London and her teams support businesses in the UK, Channel Islands, Europe, Singapore, Hong Kong and North America, delivering brand, marketing, sponsorship, event, design and citizenship activity. Prior to joining RBC, Prue’s experience included the complex delivery of multi stakeholder client programmes spanning Olympic Games, Commonwealth Games, Formula 1 racing, rugby and cricket - together with developing bespoke marketing strategies for major events like the public celebration of HRH Queen Elizabeth’s 90th birthday. Originally from Australia, Prue was educated in the UK and has a BA Single Hons degree in Sociology from Goldsmith’s College, University of London.

Timings - please note that these have now changed slightly from the original times

5:30pm - Arrival and registration

6.00pm - Event start

7.00pm - Event end

7.00pm - Networking reception

8.00pm - Event close

 Pricing:

This event is open to Members and Non-members.  Members go free and Non-members' donation of £10 will go to our Charity Partner, Women's Trust.  Members can also bring a guest for a £10 donation to Women's Trust. 

Photographs

We regularly publish photographs (and videos) from events and other activities on our website, in our newsletters, in print, and on social media.  Participants at our events automatically give us permission to use photographs taken at our events.  If you do not wish to be photographed, or you wish to have a published image removed please let us know and we will remove the image as far as possible. 

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