Money Matters | An interview with Rathbones’ Investment Director Rebecca Tunstall

With today seeing a significant step on the roadmap out of lockdown, experts are predicting a spending boom as the opportunities to spend on travel, gatherings, meals out and entertainment return. But how do we help shore up the economy without overspending? And how do we ensure we look after our money following one of the most turbulent 18 months in living memory? Education is key, says Rebecca Tunstall, Investment Director at Rathbones, ahead of our first Financial Skills Session this Friday.

Rebecca Tunstall is an investment director working with a team managing private client portfolios, self-invested pensions schemes and charities. She is a Chartered Fellow of the Chartered Institute for Securities and Investment.

How do you think the pandemic impacted on how people are managing their money?
I think periods of great stress, financially or personally, can sometimes cause people to be more cautious. During the pandemic there has been so much confusion and worry, and we found people were far more cautious when it came to making decisions about their money. Year to date we have seen an increase in enquiries from people seeking advice after a turbulent 2020.

Why is education around money matters so important?
If money wasn’t spoken about around your kitchen table as a child, you could  have easily reached adulthood without any sort of financial education. We often joke that your relationship with money is the longest relationship you’ll ever have, so it’s important to try and understand it.

What can attendees expect from the Walpole and Rathbones Financial Awareness course?
This course is designed to be an accessible introduction to finance. Jargon-free, it will outline the importance of understanding your money, teach you some basic principles as well as talk you through a number of different investment types. It will also give you practical tips to help you on your investment journey – whether you are just starting out or a more experienced investor.

What is your favourite luxury under £10?
It has to be my L’Occitane hand cream. With a young child and work, I’m always on the go and this is one of my must have items!

rathbones.com

Walpole Skills Session | Financial Awareness Course with Rathbones

Friday 21st May 2021, 10.30am – 12pm

We all know that money can be a great source of stress and worry – and understanding how to look after it can be like learning a different language. Walpole partner Rathbones believes in education to enhance your knowledge of the wealth management environment: once you understand your money, you are better equipped to make informed decisions.

Join Walpole and Rathbones on 21st May for a Financial Awareness course which is suitable for anyone who wants to gain a better understanding of how investments work, from the most basic cash deposit to more complex investment instruments. In this session, the experts at Rathbones will demystify the jargon and explain in plain English how these investments work. Email RSVP@thewalpole.co.uk to register for your place now.

About Rathbones

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

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