In this episode Ato sits down with Claire Exley is the Head of Financial Advice and Guidance at J.P. Morgan Personal Investing, where she leads teams helping people make smarter decisions around investing, financial planning, and long-term wealth building.
With over 16 years of experience across the UK investment and wealth management industry, Claire has worked with people at every stage of their financial journey from first-time investors to experienced wealth builders.
We discuss:
- Reinventing yourself after 40
- Why saving money is hurting your finances
- Lessons from JP Morgan
- What separates the best investors from everyone else
- Why Women have £20,000 less in pension and much more!
🔗 Connect with Claire:
Linkedin: https://www.linkedin.com/in/claire-exley-2a3a4265/
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🗞️ Read Savvy Wallet: The Wealth Edit:
https://savvywallet.substack.com/
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Disclaimer: The information contained on this video is not intended as, and shall not be understood or construed as, financial advice. I am not a financial advisor and the information in this video is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation.
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