5th January 2022

New Year, New Financial Goals

Financial success doesn’t happen by accident. It’s a process starting with having a goal, planning carefully and being confident of making the right decisions at the right time. It is easy to stray from basic, solid principles of finance. These remain true no matter what your age or circumstances. It’s those same principles that need to be applied to your financial affairs. The start of the new year is the perfect time to obtain professional financial advice and in doing so help secure your future – and that of your family – for years to come.

Whether it’s advice on significant lifestyle changes, such preparing for your retirement, helping your children buy their first home or investing to beat inflation, we can help.Life goals. Part of the process should also include articulating and writing down your financial and life goals. Doing this can actually have an impact on achieving them, by helping you to maintain focus in the face of distractions, setbacks or challenges.

TO READ OR DOWNLOAD OUR FULL GUIDE PLEASE CLICK HERE

Call us today on 01473 408422 or email ifa@wmibl.co.uk and we can advise you through the process to ensure you are making informed decisions and able to maximise the potential from your investments/finances.

Friars House, 2 Falcon Street, Ipswich, Suffolk, IP1 1SL


Woodward Markwell Insurance Brokers Limited is authorised and regulated by the Financial Conduct Authority (FCA). You can confirm this by visiting the FCA website www.fca.org.uk/register. The firm’s reference number is 146449.
Our registered address is: Friars House, 2 Falcon Street, Ipswich, IP1 1SL. Registered in England No. 2492078