Spotlight On | Posted on May 4th, 2022 | return to news
Spotlight On Finacial Planning
FINANCIAL WELLBEING
By Bodie Dove, Financial Adviser at Lester Brunt Wealth Management
Money is never far from our minds. Sat at our desk, or in the middle of the night, we find ourselves thinking. ‘Will I ever be able to retire?’ Or ‘what if I need money fast to cover a medical bill?’
Feeling that you’re not in control of your finances is like the floor dropping from under you. The effect on our financial wellbeing is undeniable.
Nowadays, especially post-pandemic, information overload has made our lives more complicated, not less. Access has changed, but the complexity of finance hasn’t.
Talking to experts who can explain the complexities of finance and simplify your choices is the first step towards feeling confident, capable and in control.
Confidence is central to financial wellbeing. It’s not just knowing what an interest rate is, or different types of ISAs. It’s an awareness of your own financial situation; how much money you have, how much you spend, or how much you need to retire on.
Explaining and answering those questions and creating a personal plan to match is what advice is all about.
There’s nothing like talking things over face-to-face. It boosts your financial confidence, it makes complex choices clearer, and decision-making simpler.
The true value of financial wellbeing is building a long-term, personal relationship so clients feel safe sharing personal information. Having a clear, detailed road map towards a secure financial future is a real relief.
Giving you the confidence to create the future you want. And then, to relax and enjoy it.
You can finally put the worries to bed.
If you would like to find out more, you can schedule a consultation with myself, Bodie Dove, on 07507443388 or email bodie.dove@sjpp.co.uk
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Lester Brunt Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. Lester Brunt Wealth Management is a trading name of Lester Brunt Wealth Management.
Contact details:
Bodie Dove
07507 443 388
Bodie.Dove@sjpp.co.uk
Lester Brunt Wealth Management
lesterbrunt@sjpp.co.uk
lesterbrunt.co.uk
01202 695801
Dickens House, 15 West Borough, Wimborne BH21 1LT
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