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  • About us
    • We’re Chartered and Accredited
    • We’re award winners
    • Our Vision, Mission and Values
    • We like to give back
  • What we do
    • Fees
  • Answering your questions
    • If you’re approaching retirement
    • If you’re divorcing / separating
    • If you’ve been bereaved
    • If you’re at a career crossroads
    • If you’ve received an inheritance
  • Meet your team
    • Join the team
  • Resources
    • Blog
    • Sign up to our newsletter
    • Testimonials
    • Videos
  • Contact us
26 Nov 2012

Financial Planning Week 2012

By Huw Jones

For Financial Planning Week 2012 (http://www.financialplanning.org.uk/general-public) I will be taking a look at some simple ideas that can make a real difference to your finances. Simple – but not easy….

Here’s what’s in store:

Day 1: I’m going to start by challenging your view of money (if you have one).
Day 2: I’ll explain why budgeting is essential and how it will help.
Day 3: I’ll give you four simple rules to follow to create spare money in your life.
Day 4: I’ll explain the difference between savings and investments and what they’re for.
Day 5: I’ll explain how using a financial planner can help you.

We’ll pop the kettle on

Milk? Sugar?
What does a happy life look like to you?
We start with the most important questions. To arrange a free, informal conversation about how we can help you plan for the lifestyle you want, get in contact with our team.

    Would you benefit from some free advice? Do you want to see if financial planning is for you before you commit to it? We’re offering all new clients a 15-minute initial consultation at our expense.

    Book your meeting

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    Registered Office: 4 Dollar Street | Cirencester | GL7 2AJ

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