We are family focused lifestyle financial planners. Our belief is that proper financial planning is the process of helping clients live the life they want to live! We also believe that if you don't give your money a purpose it disappears!!
Don’t just work for money, work for meaning..
Lorraine discusses job crafting, WHY you do your job not what you do, and examining mindsets.
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NOT TO BE MISSED! Check out Mark's video for a summary of do's and don'ts when it comes to successful investing!
Today's topic: Risk and reward go hand-in-hand!
A basic underlying assumption is that to achieve a higher return an investor needs to assume a higher level of risk.
The opposite is also true - low levels of risk are often associated with low levels of returns.
Why then does this principle go largely unnoticed and unrecognised?
Imagine if 2% paid every year in charges could wipe out almost 40% of your final account value?
What are you paying for?
Want to know how excessive optimism can lead to poor decision making? In todays video Mark explores how people struggle to separate their emotions from their investment decisions..
If only you knew the next best 'thing' to invest in..... #investing #investment #diversification #diversityiskey #investingtips #investingideas #typesofinvestment #investinginmyfuture #investingeducation #family #familygoals #financialgoals #goals #savings #retirement #entrepeneur #personalfinance #familyfinance #generationplanning #legacy #financialfreedom #moneyneversleeps #moneymanagement #financialindependence #armagh #armaghcity #armaghfinancialplanner #northernirelandbusiness #moneytalks #lifetalksandmoneywalkspodcast
As the saying goes, there’s no such thing as a dumb question—and that’s especially true when it comes to investing!
So today Mark explains the different types available - this always pops up when discussing investing.
Let us know what you think, and if you've any questions let us know below, or message us and we'll get back to you!
What is it you want to achieve in life?
Do you have investment goals?
Do you know anything about investing? Have you thought about investing for your or your children's future? Have a listen - Mark provides an example in the video..
If we could remove financial products from the conversation (at least initially) and not give into crystal ball gazing or making predictions, but engage in conversations that put the hopes, wants, and aspirations of the individual and their family right at the heart of the conversation wouldn't that be more helpful?
Mark explains Lifestyle Financial Planning.
If you've any questions or comments feel free to contact us on 02837526923 or info@mreynoldsfs.co.uk.
Mark's Tips for preparing to meet with a Financial Planner.
If you've any questions or comments feel free to contact us on 02837526923 or info@mreynoldsfs.co.uk.
Why do you need a plan? Tune in and hear Mark’s three reasons why.
If you've any questions or comments feel free to contact us on 02837526923 or info@mreynoldsfs.co.uk.
We were inspired by our legal partners at Solidus and recently held a workshop (our first!) to discuss a few legal, financial, and practical steps you could take now during lockdown to protect your assets. These tips should make things a little easier for your family should something happen to you. See below for the link to the recording of the workshop, check it out, and if you've any questions feel free to contact us on 02837526923 or info@mreynoldsfs.co.uk.
We hope to address some questions around the difference between financial planning and financial advice.
Just a quick episode to let you know who we are, where we're based, and what we can do to help you!