How to improve your financial health – Ashley Clayden – MINI BLOG

November 24, 2022 2:47 pm

Be organised and in control.

For some people, the act of setting a goal is inspiring in itself, but for others there are different emotions such as anxiety and worry over what hasn’t or seemingly cannot be achieved.  If you aren’t sure about where to start, there are a few key things to keep in mind:

Be realistic – it’s important to set goals that are achievable, based on your current financial situation.

Set specific targets – for example “save an additional £50 monthly for retirement”.

Make a plan – once you’ve identified your goals, take some time to develop a plan of action towards achieving them.

Review and adjust – as your circumstances change it is important to make any necessary adjustments along the way.

By taking the time to set financial goals, you can improve your overall financial situation and also your mental health.  We view clients’ affairs holistically – taking into account their aims and their total life situation.