Lunch & learn: Take control of your financial wellbeing – kickstart your financial health check with financial powerhouse, Brewin Dolphin

Tuesday, 18th October, midday to 2pm

Harry’s, Exeter

Our very special hosts, Vicky Eastwood and Claire Vis-Bulmer of Brewin Dolphin, will share how good financial wellbeing can provide the financial freedom to allow you to make the choices to help you really enjoy life! They’ll share research and speak about some simple steps you can take to improve your financial wellbeing.

What you get:

  • Inspiration and key learnings and insights from our guest speakers
  • Access to exclusive use of the Harry’s Private Dining Room
  • Delicious one course meal and a yummy drink 
  • Networking with like-minded women 
  • Full attendee list supplied so you can keep those important connections and conversations flowing post event!

Claire Vis-Bulmer

Vicky Eastwood

A little more about our guest speakers…

Vicky is the only female Investment Manager in Brewin Dolphin’s South West offices and is passionate about empowering women to be financially independent. Vicky is particularly interested in taking a holistic approach to wealth management and really emphasises the importance to her clients of creating a broader financial plan. She specialises in responsible/ethical investing and can help to create a solution for clients based on aligning their investment solution with their own values.  

Claire is an advocate of financial planning playing a pivotal role in supporting women in achieving their ambitions as knowledge surrounding personal finances is key in taking control, whatever life throws at you! Claire recently joined Brewin Dolphin from the corporate finance team at PKF Francis Clark.

A little bit about Brewin Dolphin

Brewin Dolphin was founded in 1762, they are one of the UK’s leading wealth managers offering personalised financial planning and investment management advice to individuals and families. Their specialist financial planners work with clients to help them make the most of their financial situation and ensure they have a plan to realise their future ambitions and protect their loved ones.  By inspiring confidence in the future, they help their clients to make the choices to achieve their individual life ambitions.