What is financial wellbeing?

Financial wellbeing isn’t just a phrase. It’s a feeling that’s directly reflective of how secure you feel about your money.

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What you'll learn

What is financial wellbeing, and why it so important to your overall sense of happiness

The five components of financial wellbeing, and practical steps to improve each one

How your spending and financial planning can be aligned to your wider sense of purpose

What's inside

Financial wellbeing is how people feel about the control they have over their money. This relationship with money can have a direct impact on your mental and physical health. It’s not about how much you earn, it’s about how well you manage your money and learning how to spend it wisely.

Our goal with this guide, is to help our clients to gain a sense of control over their finances, remove the unwanted stress that comes with financial worry and instability, and understand what makes them happy and setting money goals to achieve that happiness.

Watch the video to listen to our MD, Anthony tell you more.

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Having a sense of control over your finances and being in a comfortable financial position means one thing less to worry about. Identifying what makes you happy, and keeping this in mind, will help you improve your financial wellbeing over the long term. Download our free guide today to see how great planning can help improve your financial wellbeing.

This document is marketing material for a retail audience and does not constitute advice or recommendations. Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.