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The time is right - Les Conway

The time is right
A Life Centred Approach
Under the title of 'Ties are optional', Les Conway shares his thoughts about what’s going on in the World and how it can affect and impact your lifestyle and finances.  
The purpose of adopting a life centred approach to financial lifestyle planning, is to help people achieve their best life possible with the money they have. Along with that which they expect to accumulate over time.
 
When taking a journey, we plot our route and work out how we’re going to get from A to B. But not just by knowing where B is, but by having clarity in when we want to reach our destination. What we can’t know is, when and where we’re going to hit the congestion. More importantly how we’re going to navigate around it, indeed if at all.
 
By working in partnership and by putting a client’s life at the centre of our conversations, time is taken to understand THEM, their background and their philosophies. Along with their needs and objectives, so that we can help put their money to good use.
 
In so doing, we strive to provide people with a better Return on Life and not just a better return on their investments.
 
In the first instance, we explore thoroughly to understand their situation. Providing the resources to help with the decision making. Whilst explaining the pros and cons of each.
 
We also guide people on how to get their financial house in order and help keep it that way. Whilst providing for their lifetime income and expenditure needs.
 
By creating accountability, the process follows through on these commitments. By showing the steps to take to regularly review progress.
 
Just as importantly, there’s the need to provide insight to help people avoid emotionally driven decisions in important money matters. It’s often the case that we consult at key moments of decision making, undertaking the research to ensure people have all the necessary information.
 
Anticipating life transitions and being financially prepared for them is paramount. By regularly assessing what’s coming and creating the action plan to address and manage these transitions ahead of time.
 
Remember, although the money is important, it’s what we do with it that counts.
 
Thanks for reading.
 
Investments can fall as well as rise and you might get back less than you invested.
PS - Remember that I’m always keen to take questions or feedback on any issues we've covered. So please feel free to get in touch by clicking reply or calling me on 020 3137 5398.
 
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www.essentiallyfinancial.co.uk
 Essentially Financial Ltd is registered in England and Wales
under Number 07320155. Registered Address: Old School House,
Bridge Road, Hunton Bridge, Kings Langley, Hertfordshire WD4 8SZ
 
Essentially Financial Ltd is an Appointed Representative of
Flying Colours Finance Limited. Flying Colours Finance Limited is authorised and regulated by the Financial Conduct Authority. FCA number 672022. Flying Colours Finance Limited is a limited company registered in England and Wales number 09075635. Registered Address: Unit 2, Queens Square, Lyndhurst Road, Ascot, Berkshire SL5 9FE



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