Get to know our Worcester Lead and Community Sponsor as Lisa is joined by Caroline Quillet (Laudren) from Consequential Planning Limited and Rebecca Widdowson from Hallmark Watley Hulme.
In this episode, qualified solicitor Rebecca and qualified financial planner Caroline discuss the importance of Wills, Lasting Power of Attorney, and Financial Planning.
It's also time for another round of, 'Would You Rather?'
Timestamps:
About Caroline:
Based in the West Midlands, Caroline helps individuals and business owners with their financial planning. With 15 years of experience in financial services, she is a qualified independent financial adviser at Consequential Planning Limited, a firm that provides bespoke and ethical advice to individuals and businesses.
About Rebecca:
Rebecca Widdowson is Managing Partner at Hallmark Whatley Hulme, specializing in Estate administration, Wills, and LPAs. A keen runner and cyclist, she supports charities through endurance challenges. She is also a school governor, Board Member of Active Herefordshire and Worcestershire, and Vice President of Worcester Rugby Football Club.
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Music from #Uppbeat
https://uppbeat.io/t/soundroll/good-thing