Nov 30, 2022
Financial advice is a vehicle that can change people’s lives,
but it is the trusted relationship with a financial adviser that is
the key to helping people. Of course, not everyone understands or
has access to financial advice, least of all people that are going
through a difficult health situation.
Nicola Beswick, Financial Adviser and Chair of the Pro-bono Advice
Network (PFAN), joins Jenny to share her pathway into financial
advice and discuss the role of PFAN and its purpose. We learn about
the amazing financial advisers already part of the pro-bono advice
network, how you can get involved, and the skills needed to provide
this style of advice. If you are considering how to participate in
providing Pro-bono advice, listen in to this illuminating
episode!
Nicola Beswick is a financial adviser, mentor and confidante who
empowers people to create a financially certain future free from
stress and uncertainty. Today, Nicola works with all types of
clients in various situations, circumstances and portfolio sizes to
ensure they are working towards a life they desire and deserve.
In mid-2019, Nicola became involved at an advisor level in the
Pro-bono Financial Advice Network (PFAN). PFAN specifically
provides advice to individuals who have experienced a health
crisis. She was subsequently elected as a director in late 2019 and
then Chair in July 2021.