Financial Planning

Turning Dreams into Reality: How Financial Planning Focuses on Your Life Goals

Once you have identified your desired lifestyle, the next step is establishing how you will fund it, which brings us to financial planning. Many people think that financial planning is all about pensions, investment funds, and life assurance. That is probably because the financial services industry has led them to believe that way so it can sell them more […]

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Why financial planning needs to be designed to support your lifestyle

Many people invest their money to get the best returns possible, and the financial services industry encourages this (it helps them sell more products). However, within a financial plan, it is essential that investments are designed to support your lifestyle.   The first thing to consider is an emergency fund. The textbooks suggest holding capital

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Why a Financial Planner is Like Your Personal Trainer: Achieving Financial Fitness

Many of us recognise the immense value of a personal trainer in the fitness world. They provide personalised workout plans, teach us the correct exercise techniques, hold us accountable, and motivate us to reach our physical goals. But have you ever considered that these benefits closely mirror those a financial planner offers? Just as a

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Rethinking Retirement: How the Concept Has Evolved and How We Help Our Clients Plan and Prepare

Retirement has long been considered the golden years of one’s life, a period to enjoy the fruits of decades of hard work. However, as our society, economy, and individual expectations have evolved, so has the retirement concept. In this blog post, we will explore the changing landscape of retirement and share how I help our

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Navigating Life Transitions with Life-Centred Financial Planning

Life transitions, such as getting married, having children, changing careers, or retiring, can be exciting and challenging. Life-centred financial planning can play a crucial role in helping you manage these transitions with confidence. Here are a few ways it can make a difference: Providing Clarity and Confidence: Life transitions often bring stress and uncertainty. Life-centred

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Can encouraging children and parents to ‘talk money’ improve parents’ debt levels?

A pilot course that was set up in Wales to help parents teach their children about money also improved parents’ finances. The Money Advice Service piloted an interactive group session for parents in Wales in 2016 called Talk, Learn, Do (TLD). Researchers found that there was a 15 percentage point decrease in the number of

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