The Power of Financial Planning with Olivia Shipstone episode artwork

EPISODE · Feb 4, 2025 · 56 MIN

The Power of Financial Planning with Olivia Shipstone

from The Women Money Business Podcast with Dr Pretty Basra · host Dr Pretty Basra

💡 Did you know? Only 14% of financial advisors are female and Olivia Shipstone broke through that barrier and has been in the industry for a decade!In this episode, I sit down with Olivia Shipstone from OCS Financial Planning, a financial advisor who specialises in helping women take control of their finances. We dive deep into the importance of understanding your ‘why’ and creating strategies that allow you to live life fully, without financial stress holding you back.✅ The lack of financial education in schools—and why it’s essential to take control of your own learning.✅ The true cost of a financial planner and how the right advisor can actually save you money✅The value of time—how working with a financial planner lets you focus on what you do best.✅ Tax efficiency and maximising savings—how Olivia helps clients keep more of what they earn.✅ Olivia’s own journey to setting up her business and achieving the highest FCA regulatory status.✅ How to get started—with a free discovery call!📌 LinkedIn: www.linkedin.com/in/olivia-shipstone/🌐 Website: www.ocsfinancialplanning.co.uk💬 Loved this episode?Share your thoughts and tag us on social media! If you’re ready to take control of your financial future, book a free discovery call with Olivia today.Remember you can follow me on LinkedIn: www.linkedin.com/in/dr-pretty-basra-badh-ab017976/Instagram: @drprettybasra

💡 Did you know? Only 14% of financial advisors are female and Olivia Shipstone broke through that barrier and has been in the industry for a decade!In this episode, I sit down with Olivia Shipstone from OCS Financial Planning, a financial advisor who specialises in helping women take control of their finances. We dive deep into the importance of understanding your ‘why’ and creating strategies that allow you to live life fully, without financial stress holding you back.✅ The lack of financial education in schools—and why it’s essential to take control of your own learning.✅ The true cost of a financial planner and how the right advisor can actually save you money✅The value of time—how working with a financial planner lets you focus on what you do best.✅ Tax efficiency and maximising savings—how Olivia helps clients keep more of what they earn.✅ Olivia’s own journey to setting up her business and achieving the highest FCA regulatory status.✅ How to get started—with a free discovery call!📌 LinkedIn: www.linkedin.com/in/olivia-shipstone/🌐 Website: www.ocsfinancialplanning.co.uk💬 Loved this episode?Share your thoughts and tag us on social media! If you’re ready to take control of your financial future, book a free discovery call with Olivia today.Remember you can follow me on LinkedIn: www.linkedin.com/in/dr-pretty-basra-badh-ab017976/Instagram: @drprettybasra

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The Power of Financial Planning with Olivia Shipstone

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This episode is 56 minutes long.

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This episode was published on February 4, 2025.

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💡 Did you know? Only 14% of financial advisors are female and Olivia Shipstone broke through that barrier and has been in the industry for a decade!In this episode, I sit down with Olivia Shipstone from OCS Financial Planning, a financial advisor...

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