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Financial Wellbeing Is Not Just About Money

Many people, even the wealthiest individuals, feel stressed and have concerns about their finances. A key concern is having enough provision for a comfortable retirement, so that you can continue to live an enjoyable life. Other concerns include the value of existing investments and how they will perform in the future and how you can ensure your finances enable you to provide support for future generations. In an ever changing world, impacts of taxation and  becoming victims of increasing sophisticated fraud, particularly cyber fraud adds further concerns. All of which means that some people are even considering moving abroad to take advantage of an improved standard of living, potentially lower property costs and more favourable tax regimes.

All of these concerns show that financial wellbeing is not just about having large sums of money, but also ensuring you feel secure and in control of your finances, both now and in the future. It is often said “money can’t buy you happiness or good health”, but it can help to secure and provide choices and freedom to live the life you hope for. However, to achieve this financial confidence, you first need to establish your financial goals. A good starting point is to establish what ambitions are most important for you and when you want to achieve them. Also, it is important to be clear about your current financial situation, so this can be considered when creating an overall plan to help you reach your financial goals.

Invest Southwest will be happy to help you develop a clear picture of your current financial situation and what ambitions you have for the future. We will then provide the support and expert advice to discuss and develop a financial plan to help you achieve your financial goals. In doing so, we hope to also reduce any concerns and stress you may be feeling about your finances and so help improve your feeling of financial wellbeing.

So please contact us for advice, as we aim to provide you with ‘Advice … for Life’.

12 July 2024

The views expressed in this blog do not in any way constitute advice and are specific to the date noted. As time passes the facts can change and readers should consult their adviser for up to date advice on any matters covered within the blog. Invest Southwest offers an initial review, which is free of charge, however long it takes. From this we will be able to confirm how we can help and give you an opportunity to decide if you would like us to. Thereafter, we will provide you with detailed recommendations and exact costs. Please note that we promise not to levy any kind of fee unless we can demonstrate a benefit to you.

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