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Episode Info:

In part 2 of this special podcast series, Roy is joined by Kelvin Riches, a Chartered Financial Planner at MHA Carpenter Box Wealth Management. Kelvin has done a lot of work over the last few weeks working with individuals concerned about their personal finances during the Coronavirus crisis.

Kelvin speaks through some common concerns he has encountered with his clients, including:

  • Investment funds: considerations for current and future investors
  • Reduction in income: ways to alleviate the pressure
  • Paying nursery and private school fees
  • Mortgage payments
  • Accessing pensions early

Please note that this podcast was recorded on 2nd April 2020 so the content reflects the Government announcements made at that point in time.

Visit MHA Carpenter Box's Coronavirus Hub for the latest information as well as other resources to help you and your business.


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