In recent times, we have seen a growing trend of clients looking to find more purpose in life, focusing on what makes their days meaningful rather than simply making money.
On the same topic, Danielle spoke to The Good Life (a feature in the Guardian) about financial wellbeing. Prioritising life goals as well as pound signs is something we've been speaking more and more to clients about, so we shared our thoughts on this.
We were pleased to spread the word about aligning clients' financial decisions to their life goals. Something that is sometimes forgotten in our industry, but always taken seriously by Stephen Eve Financial Planning.
You can read more by clicking the link here (or below) and heading to page 21 of the newspaper.
This content is for information purposes and should not be treated as financial advice. We would always recommend speaking to a professional before making decisions regarding your wealth.
.The value of investments can fall as well as rise and you may not get back the amount originally invested. Past performance is not a guarantee of future results. Values change frequently and past performance may not be repeated. Even a long-term investment approach cannot guarantee a profit.
