Financial Wellness

Start your journey to a better life

Financial Plan

Reach your goals with a bespoke financial plan

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Protection

Protect you, your family & your assets

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Financial Wellness

Achieve your objectives & create financial freedom and wellness

 

How Financial Wellness helps you create freedom

Financial Wellness is our way of knitting together all elements of financial planning to give an overall assessment of your current state of financial health.

The assessment will determine to what degree your financial situation and the financial capability that you have developed will provide you with security and freedom of choice.

By focusing on your objectives and goals, instead of you, we can help you achieve true financial wellness.

We don't measure 'wealth' in Pounds and Pence

We're not your traditional financial planner

We look at the relative implications of your wealth as an individual.

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Financial Wellness

and how it works

What are your aspirations?

The aim of the Financial Wellness is help achieve your objectives both in the short and long term.

This may be simply to retire early, achieve financial freedom, to travel or simply to be safe in the knowledge you are on track.

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Painting a Picture

We paint a picture of your current circumstances, look at your objectives and analyse the areas of improvement across each of the 5 areas.

Create a Model

Our starting point would usually be to model out your current circumstances showing investments, income, tax and objectives in real terms over your life time to age 100 using our bespoke cash flow modelling software like this:

created model
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Avoid walking in Circles!

Did you know as humans we naturally walk in circles if unguided.

So its important that each year we sit down and review your current circumstances, check in with your objectives and make sure everything is on track.

If it's a simple pivot to adjust things to get them back on track.

This avoids you walking in circles and ensures you achieve your aspirations.

Satisfied clients

Financial Affairs made everything much clearer for me. Knowing I can turn to them for advice means I can make decisions about my retirement with much more confidence.

Jeff Harrison

The Financial Wellness Calculator is really simple to use and gave me a great summary of where my finances are at. I’d recommend it to everyone so you can find out what you need to change.

Louise Read

I’ve worked with Financial Affairs for many years, I’m so glad I found an advisor I can trust. They helped me source my last mortgage and are now helping me with my insurance and pension planning.

Carl Stewart

Financial magic! I needed advice to sort out my household finances – my wife and I had numerous accounts between us and we weren’t managing our money sensibly. It was a task I’d put off for years because I was so daunted by it. Wish I’d got in touch with Financial Affairs sooner as I received advice that was clear, precise and very helpful. Would recommend to anyone.

Luke Parkinson

We’re here to help

We’re here to help and answer any questions you may have. Get in touch today to discuss how we can help make you risk resilient and provide financial wellbeing.

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The Guide to Risk Resilience During COVID-19

We’ve put together a handy guide to help give you some clarity during this uncertain time. Click the link below to access the guide as a free download and get in touch today to speak to one of our friendly advisors.

Would you like to call us or book a free meeting?