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Welcome to our next Masterclass.
Join award-winning Money Coach Tynah Matembe and Kat Diamond, Financial Planner at Independent Women, one of the UK’s leading financial planning firms as they unpack the ins and outs of working with financial planners and advisers.
17th June | 1:00 - 2:00 PM | Online Event
What we will cover
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Common myths about financial advisors and money management
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Setting intentions: What do you want your money to do for you?
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Types of financial advisors: independent, tied agents, robo-advisors, planners
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Services they offer (investments, pensions, estate planning, budgeting)
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How they get paid: fee-only vs commission vs percentage of assets
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Regulated vs unregulated advisors – what protection do you have?
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Life stage and lifestyle considerations
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Values-based investing: Do your values align with your financial goals?
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Goal setting: short, medium, and long-term goals
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Diverse advisors: finding someone who understands your lived experience
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Risk appetite and financial literacy
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Red flags to watch for
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What to ask in an initial consultation (sample questions + roleplay)
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Credentials that matter (CFP, CFA, etc.)
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Trust, transparency, and gut instinct
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Questions to Ask a Financial Advisor
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Making the relationship work
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What to expect in your first year
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How to prepare for meetings
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Keeping things transparent: How to review fees and performance
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When to walk away and find someone new
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Q&A and Real Talk
What to Expect from the Masterclass
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Personal Stories: Hear Tynah and Kat share their personal journeys and why protection is so important to them.
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Expert Insights: Gain valuable knowledge on what to look out for, identify your needs and what to expect from a Financial Advisor.
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Check qualifications and fees: of the advisors – it's about more than just money.
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Stay Engaged: And understand the advice you are being given.
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Interactive Session: Participate in a lively and engaging session with practical tools and actionable takeaways.
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Finding the Right Advisor: Get your questions answered live and receive guidance on finding a suitable financial advisor to help you protect your wealth.
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Powerful Networking: Connect with a supportive network of like-minded women driving change and closing the gender financial gap.
Even those who are financially secure often overlook the most critical aspects of protection and planning. Take control of your future: Register for this free masterclass now!
Who is this for?
Women at any life stage—whether you're just starting out, rebuilding, or planning for retirement. No prior investing experience needed.
Ready to Build Wealth on Your Terms?
Spaces are limited. Reserve your spot today and take the first step toward financial independence - with support, guidance, and community.
Sign up now – it’s free.
Please note: “The content of these webinars should not be taken as a recommendation, and you should always seek professional advice before taking any actions.”
Upcoming Masterclasses: Girl Money Geek Series
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Each Masterclass will deliver actionable, data-backed insights that resonate with the unique challenges faced by UK women because we are determined to close the GAP.
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