Life Centred Financial Planning which puts 'YOU' at the centre of the conversation.
Nick Morris Life Centred Financial Planning
Life Centred Financial Planning which puts 'YOU' at the centre of the conversation.
Life Centred Financial Planning which puts 'YOU' at the centre of the conversation.
Life Centred Financial Planning which puts 'YOU' at the centre of the conversation.
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"Positive thoughts generate positive feelings and attract positive life experiences. You only live once, but if you do it right, once is enough"
Mae West
The stuff you need to know:
The stuff you want to know:
In my experience, traditional financial planning will focus on the client's Investments only. While I understand it is important to get a return on your investments, I believe the approach needs to be more focused on...
'Are you using your money in a way that allows you to live your best life possible?'
With my clients I use a far more effective approach known as the 'Return On Life', and the results of this approach mean my clients are living their best life possible with the money that they have now and the money they accumulate over time. This changes the focus from your money to put your 'life' at the centre of the conversation. This means my advice changes from selling you financial products and basic financial planning to what is called 'Life Centred Financial Planning'.
Life Centred Planning starts with you understanding you and your story and your situation and the challenges and possibilities ahead of you. I then help you to identify and plan for those changes or transitions that you anticipate in your life. This is more than just saving for your child's education, your retirement and your death. It is essentially about aligning your money with your values and what's important to you while anticipating the many life transitions you will face in the future.
My approach is based on the philosophy that the ultimate use of money is to get the best life possible with the money you have. Money has no real purpose out the context of your own life, and what you want to achieve, so it is important to identify what that is first.
It is never too early to get started on Life Centred Financial Planning. Tell me more about your goals and aspirations and I will get you started on a plan to achieve them.
Monday - Friday: 9am - 8pm
Saturday - Sunday: By appointment
Nick Morris IFA
Clarity Wealth Management LLP are authorised and regulated by the Financial Conduct Authority No. 575252. Nick Morris FCA no. Nxm01715
Registered in England and Wales as a Limited Liability Partnership No. OC371189.
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