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Transvox: Ethical Investments and Personalised ‘Pink’ Investments with Michaela Pashley
In this episode of Transvox, Gillian is joined by Michaela Pashley, a seasoned financial advisor and entrepreneur.
They discuss Michaela’s journey in finance, her creation of a unique financial planning qualification focused on soft skills, and her establishment of Roseum Financial Planning.
Michaela introduces the concept of 'Pink Portfolios,' investment portfolios designed to align with LGBT-friendly values. The conversation covers the importance of starting retirement planning early, the evolving nature of company pensions, and the bespoke services Michaela offers to individuals, small companies, and charities.
Michaela emphasises the personalised, thorough approach of her services, backed by a major financial planning firm, and provides insights on how ethical investment options are curated to align with client values.
00:00 Introduction
00:28 Michaela's Background and Career Journey
01:40 The Concept of Pink Portfolios
03:05 Understanding Financial Planning
06:14 Pensions and Retirement Planning
09:10 Financial Planning for Operations and Housing
10:58 Engaging with a Financial Planning Consultant
12:31 Financial Planning for Companies and Charities
15:16 Conclusion and Contact Information
You can contact us at gillian@transvox.co.uk and find out more at transvox.co.uk