Engage - Educate - Empower
Signed in as:
filler@godaddy.com
Engage - Educate - Empower
Financial Wellbeing
Welcome to The Money Clinic
At The Money Clinic, we believe that true wealth goes beyond monetary value; it encompasses a state of holistic wellbeing where financial stability meets personal fulfillment. Our mission is to empower individuals, families and businesses to achieve their financial goals while nurturing their overall wellness and happiness.
What is Financial wellbeing?
Money worries can affect our health and stop us from making the most of our lives. Imagine the freedom of knowing exactly where you are and where you are headed financially. This clarity empowers you to make the most of your money and life without worrying about uncertainty.
Financial wellbeing means ‘how money can be used to increase your happiness’. Your financial wellbeing is determined by how you feel about your financial situation, not just by how much you have in the bank. Not feeling in control with enough money to meet your needs significantly impacts mental wellbeing.
Financial Planning can help you create a plan at every stage of your life so that you know exactly where you are and what you have to do for a brighter future.
Our Approach to Financial Wellness
We understand that financial planning is not just about numbers; it's about aligning your financial decisions with your values, aspirations, and life goals. We take a comprehensive approach to financial wellness, considering not only your current financial situation but also your long-term vision for the future.
What Sets Us Apart
I believe that everyone should have access to financial planning as without proper prior planning it is difficult to know what the future will look like.
I want help you structure your money wisely to allow you to design the life that you want. Through smart planning I will look to help you live the life that you want today and help give you and your money purposes.
How can financial planning help with your financial wellbeing?
There are five parts to financial wellbeing:
- A clear path to identifiable objectives
- Control of daily finances
- Ability to cope with financial shocks
- Having financial options
- Clarity and security for those we leave behind
As defined by the The Institute for Financial Wellbeing.
We use these five paths as part of our planning process:
- it allows us to examine your needs so that we can understand what is important to you
- we aim to help you take control of your daily finances through careful planning and budgeting so that you know where your money is going.
- knowing where you are vulnerable allows us to plan, explore your options and put a plan in place
- giving your money a structure and purpose will provide you with financial options now and in the future
- ensuring your family is secure and looked after no matter what is key to living a worry-free life
By defining and incorporating each of these areas in your financial plan, we will ensure that your money is used to enrich your life. This helps us provide you with a robust plan that goes beyond products.
Useful resources
Financial wellbeing support
Financial wellbeing support
Financial wellbeing support
NHS England offers resources for further help and support regarding financial well-being.
Age UK
Financial wellbeing support
Financial wellbeing support
Age UK is a leading UK charity offering help and support for individuals in later in life.
FCA Guidance
Financial wellbeing support
FCA Guidance
FCA works to regulate the UK financial service industry to protect UK consumers.
The Money Clinic Ltd
Malvern Hills Science Park, Geraldine Road, Malvern, England WR14 3SZ, United Kingdom
The Money Clinic Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Registered in England & Wales. Company number 15761575. Registered Office: The Mill House, Court Farm Church Lane, Norton, Worcester, Worcestershire, England, WR5 2PS
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.
Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance, it should be remembered that past performance is not a reliable indicator of future performance.
Copyright © 2024 The Money Clinic - All Rights Reserved.