As a financial planner, I have seen firsthand how complex and overwhelming the world of finance can be for many people. From confusing jargon to complicated investment options, it's no wonder that so many individuals feel intimidated ...
I believe in the power of simplicity, clarity, and curiosity in financial planning!
For me, keeping it simple (aka simplicity) is more than just a buzzword, t's a core value that guides everything I do. I understand that financial planning can be daunting, and my goal, whether working privately via Bradford Bespoke or under my regulated business Simplicity Financial Planning, is to make it as easy and stress-free as possible for my clients.
I do this by using clear and straightforward language, avoiding industry jargon, and breaking down complex concepts into easy-to-understand terms!
In a study by HSBC, over a third of women stated that they found the jargon used by their financial adviser off-putting. This is a common issue in the financial industry, and it's something I am determined to change. Everyone should have access to financial advice and it should be presented in a way that is easy to understand, regardless of your level of financial knowledge.
But simplicity is not just about using plain language, it's also about having clarity about your financial goals and objectives. Before you can start planning for the future, you need to have a clear idea of what you want that future to look like. That's why I take the time to get to know you and understand your aspirations, values, and priorities. By having a focused goal, you can make informed decisions.
I'm also a strong believer in the power of curiosity. I encourage you to be curious about the world, yourself, and your finances. By being open-minded and willing to learn, you can discover new opportunities and possibilities that you may not have thought possible before.
I'm curious myself and am constantly learning and staying up-to-date with the ever-changing financial landscape, so I can provide my clients with the best possible advice.
"I'm all about making your life easier by simplifying your finances!"
I believe in the power of simplicity, clarity, and curiosity to help you achieve your financial goals and create the life you envision. I am more than happy to help you take the first step towards a brighter financial future.
Until next time ...
Would you like to know more?
If anything I've written in this blog post resonates with you and you'd like to discover more about financial planning, it may be a great idea to give me a call on 07887 832222 and let's see how I can help.
I have been advising private individuals and businesses as a Financial Planner for over 20 years. I am a Chartered Financial Planner and Fellow of the Personal Finance Society and a Certified Money Coach.
As a Chartered Financial Planner, I hold the highest level of qualification available in the Financial planning profession as well as gaining a masters in Finance in 2021. I set up my own financial planning practice in 2020 to follow my passion of bringing straight forward, honest and easy to understand financial advice to those who need it.
I live in a 400 year old cottage with my husband, 2 dogs (Maia and Greg), 6 chickens and 3 beehives!
I love being outside and in nature and feel right at home digging in the veggie patch or going on road trips to the amazing UK countryside in our trusty camper van! I love being part of our local community and have volunteered as a scout leader for over 15 years as well as being the current President of the Rotary Club of Milton Keynes.
For fun, I also love all things creative from playing my accordion and guitar to painting and knitting! My most recent hobby has been to learn how to ring church bells at our local church (but this is still very much a work in progress!)
No unauthorised use, duplication, distribution or modification to any original content contained within this blog is permitted without prior written permission of the author. All other trademarks and registered names are acknowledged.