As a financial adviser, I’m sure you can imagine that I think about money a lot of the time. I enjoy inspiring others to use their resources wisely to achieve their short- and long-term goals, and I’m passionate about helping people become financially secure, by planning for their future and living happy and fulfilled lives.
It’s therefore worrying to note that 1 in 4 employees have stated that money worries affect their ability to do their job*. Fretting about money can also have a massive impact on mental health and, as a result, the time employees are out of the business on sick leave.
The last few months have also been very stressful for a considerable number of people – with many having been worried about their job security, their health or that of a loved one.
Many of us have also had more time than ever to think about our future – reassessing what is really important in life. During this time, it’s also notable that many people have saved money. We’ve spent less on petrol and socialising and many have cancelled holidays.
In the past, I’ve worked with employers to offer bespoke financial education sessions and I want to use my experience to help empower people post-lockdown, to become more confident and ‘in control’ when it comes to money.
With all of this in mind, I’m launching financial education sessions on Zoom, which are free to attend.
These online workshops are aimed at helping people get to grips with the basics of managing their finances, and topics covered will include the following:
- Savings/contingency funds
- Planning for the future
- Property purchase
- Planning for unexpected circumstances
I’m excited to be able to use my skills and knowledge to make a difference to other people’s lives, and in a time when things still feel a little uncertain, the one thing that doesn’t have to be cloudy is your finances.
I’ll be hosting numerous sessions at different times, so that people can join whenever is most convenient to them – either at the start of the days or at lunchtime. The dates currently in the diary are:
- Tuesday 4th August at 12pm
- Wednesday 12th August at 9am
- Tuesday 18th August at 12pm
- Wednesday 26th August at 9am
* in a survey of 1,817 working adults. Chartered Institute of Personnel and Development (2017) 'Financial well-being: the employee view'.