EP75: Wealth Management Tips With Natasha Percy-Baxter

Boss Of My Money

We hear the word "wealth management" used a lot in personal finance. But what exactly is it and what can you be doing now to maximise your wealth?

• Today our podcast guest Natasha Percy-Baxter, a UK-based wealth manager, shares:
• Her journey into financial planning and her passion for wealth management
• Money myths she had to let go of:
• Common barriers that women face when it comes to wealth management and how they can overcome them
• When to start thinking about wealth management How to navigate wealth management in a recession?

About Natasha Percy-Baxter

Natasha launched her own wealth management practice towards the end of 2021. Since then, she has been a columnist for Liz Earle Wellbeing, appeared as a guest on The Financial Planner Life podcast and was featured in The Times Top Rated Financial Advisers Guide 2022.

Natasha is on a mission to make financial education more accessible and works closely with her clients to instil in them the confidence to know that they are making the right decisions when it comes to their finances and their future.

How to connect with Natasha:

https://instagram.com/percybaxter_wealth_management (@percybaxter_wealth_management on Instagram)

https://percybaxter.co.uk (Natasha's Website)

Mentioned resources:

https://www.ftadviser.com/your-industry/2022/08/09/the-pain-hasn-t-even-started-yet-energy-price-cap-to-hit-4-2k/?page=1 (Natasha's Financial Times Article Contribution )

Book Recommendation: https://amzn.to/3A2Bbuq (What Color Is Your Parachute? 2022: Your Guide to a Lifetime of Meaningful Work and Career Success)

P.S The information provided is for educational purposes only and is not financial advice.