Today we are celebrating World Financial Planning Day😊
What’s the point of this you may well ask? It is all about raising awareness around the value of financial planning and having a well-structured financial plan in place by working with a competent, ethical financial planner.
What we really do is help clients achieve a better life now or plan for a better life in the future! It is all about helping clients be clear on what is important to them. What do they want to do more of (e.g. travel) or less of (e.g. work!)?
We know that the benefits of financial planning go beyond money. Research shows that working with a CFP has a positive impact on client’s mental wellbeing and family life.
If you want to find out how we can help you call us for a chat on 061- 412388.
