FINANCE
#FINANCIALWELLBEING
Y
ou exercise to keep your body in
shape and feel good, read books
to develop your knowledge and
work hard to progress your career. But
what measures do you take to ensure your
financial wellbeing?
A huge part of feeling satisfied and happy
is achieving a balance between several
areas of your life, with the common themes
for accomplishing this being connection,
generosity, fun, movement and personal
achievement.
But there is something that can make
attaining those things just a little bit easier
– that is being able to pursue your passions
and interests without being constrained
by money. This means having the freedom
to buy the things you want to, spend your
time how you wish and have the peace of
mind that if something unexpected happens,
you've got the right protection in place to
make it as manageable as possible.
Of course, money is just a means to an
end – there is little point accruing huge
sums without a purpose – but it does
bring freedom and choice, particularly in
retirement and older age when a regular
salary is less likely.
You don't need large sums of money to
approach a financial planner like Vintage,
and doing so could make a huge difference. It
could be something as simple as making sure
you're receiving a reasonable return on any
savings that you have or that your pension
will bring you the lifestyle you'd like later in
life.
"WELLBEING - THE STATE
OF BEING COMFORTABLE,
HEALTHY, OR HAPPY."
What's more, having a plan in place means
you’re much more likely to achieve your
goals because you have a clear view of the
"bigger picture". It helps in fine-tuning any
smaller financial decisions to support you in
getting where you’d like to be.
The process is straightforward, starting
with discussing your aspirations and current
circumstances. Then we'll put a plan in place
to help you make the most of your money.
Rather than just looking at one asset, as a
financial adviser might, a financial planner
looks at your money more holistically to
make sure that your funds work in
harmony to help you achieve your goals.
It also doesn't have to cost the Earth.
We have recently adopted a wholly
transparent, fixed-fee model so the
amount you'll pay will be clear from the
beginning of the relationship and often
the fees can be paid directly from your
investment.
But just like exercise, regularity is
the key, so every year – or more often
if you wish – you'll meet with your
planner to ensure that everything is still
OK. They'll help you understand your
finances better, take advantage of any
benefits you're entitled to and invest your
money using their expert knowledge and
understanding of your circumstances.
To discover progressive financial
planning and begin your own financial
wellness journey, visit our website at
www.vintage-fp.com or email
[email protected].
Vintage are Chartered Financial Planners. They provide bespoke financial advice
to individuals and business owners using traditional values and are currently
celebrating their 30th year in business.
The value of investments can fall as well as rise and you may get back less than you
pay in. Past performance is not a reliable guide to future performance.
tees-life.co.uk
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