The days are longer, the sun is shining, it’s time to embark on a good spring clean. A great opportunity to de-clutter, organise and refresh your home and life. When your environment is clean, it brings a sense of wellbeing and contentment. This concept to tidy and organise should also extend to your finances.

Financial health check-up

To understand the connection between wealth and wellbeing, arecent survey1 asked people how theythink and feel about their financial health. Three quarters of respondents(75%) were of the opinion that financialhealth meant ‘having little or no debtand being prepared for unexpectedevents’. For many respondents (45%), money is a major cause of stress; this figure increases to 66% for those who had no savings or investments to fallback on. A common reason for notinvesting among younger respondents, was ‘lack of knowledge’ with 49% ofmillennials agreeing with this,compared to 35% of baby boomers.

Set goals and keep talking

An overwhelming majority (75%) ofthose survey respondents who use afinancial adviser, reported having apositive sense of wellbeing. We canhelp you set realistic financial goals, geta plan in place and work towards these,helping you feel more in control,reduce stress and improve yourfeelings of financial wellbeing, bothnow and in the future.

1BlackRock, 2020

It is important to take professional advice before making any decision relating to your personal finances. Information within this page is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for guidance only. Some rules may vary in different parts of the UK.

Tax and Estate planning are not regulated by the Financial Conduct Authority

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

Will writing is not regulated by the Financial Conduct Authority. 

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