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Planning with Purpose

Last week our Independent Financial Planner, Nicholas Martin, spoke with the group about the importance of perception and planning with purpose.

It is amazing how much of a difference it can make when you look at a situation with a fresh perspective. Nicholas likes to start with a blank canvas and will question your financial journey so far. By understanding where you are today, he can help you move forwards in the direction you wish to travel. Although he does not necessarily always expect answers, he is not afraid to ask the uncomfortable questions.

It is always important to ensure that you have a plan in place when it comes to achieving your goals, – this is vital when it comes to your finances; otherwise it is very easy to simply carry on doing the same things and not feel like you are progressing. Not only will Nick help you to develop this plan, he will also help ensure that you stick to this as far as possible.

If you would like to have an initial conversation with Nick, you can contact him:
– By mobile: 07812 049 031
– By email: nicholas@smytheandwalter.co.uk

 

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