In this episode of Transvox, Gillian is joined by Michaela Pashley, a seasoned financial advisor and entrepreneur.

They discuss Michaela’s journey in finance, her creation of a unique financial planning qualification focused on soft skills, and her establishment of Roseum Financial Planning.

Michaela introduces the concept of 'Pink Portfolios,' investment portfolios designed to align with LGBT-friendly values. The conversation covers the importance of starting retirement planning early, the evolving nature of company pensions, and the bespoke services Michaela offers to individuals, small companies, and charities.

Michaela emphasises the personalised, thorough approach of her services, backed by a major financial planning firm, and provides insights on how ethical investment options are curated to align with client values.

00:00 Introduction

00:28 Michaela's Background and Career Journey

01:40 The Concept of Pink Portfolios

03:05 Understanding Financial Planning

06:14 Pensions and Retirement Planning

09:10 Financial Planning for Operations and Housing

10:58 Engaging with a Financial Planning Consultant

12:31 Financial Planning for Companies and Charities

15:16 Conclusion and Contact Information

You can contact us at gillian@transvox.co.uk and find out more at transvox.co.uk