Keep Calm and Carry On – Focusing on your own Finances

Brexit, US-China trade wars, pandemics. Do we ever get any good news? Sometimes it’s enough to make us run to cover and hope for the best. The sad truth is bad news sells.

There are now so many opinions, self-proclaimed experts, and social media non-sense clouding over what you really need to consider. And that is not even including the unwanted opinions from friends and family. It’s all suffocating and won’t help you achieve your financial goals.. 

Always remember, you have a lot to look forward to. Here is how to ignore the noise and focus on number one. 

Keep calm and focus on your goals

Do not fall victim to the hysteria and remember that there’s a lot to be positive about. It is easy to forget that you do have some control over your finances. 

It is always a good idea to have a financial plan in place to set out what you’re aiming to achieve and when. Goals can stay the same or change, but you should regularly be checking to see if you are still on track to meet them. For example, are you close to retirement? If so, have you got the right balance between cash and investments, and are they well diversified and match a level of risk you are comfortable with?

You can always revisit your goals, and this can help you escape the headlines and remind you of what you have to look forward to. Once you feel you have a good idea of what you are dealing with, you’ll start to feel a whole lot better.

Get a fresh perspective and renewed confidence

Always remember that there will never be a one-size-fits-all financial plan. What works for other people won’t always work for you. Even though your friends and family want what is best for you, they are still basing their opinion on their own experiences which could be out-of-date and irrelevant to what your current situation needs. Even the experts in the media can only speak very generally.

The only way to get truly bespoke advice is by seeking the guidance from a qualified Wealth Manager. 

Here at Sovereign Wealth in Market Harborough, we will take the time to listen to your concerns, life goals and help you understand what will be best for you. We will help you put a strategy in place that will help you reach your financial potential and let you look forward with confidence, with the knowledge that your goals have been carefully considered with the advice we give you. 

If you are seeking guidance regarding your finances, we would be more than happy to help you. You can call us today on 01858 791182 or get in touch here.

Get in touch.

We work with many local business owners and directors across the Midlands, helping them and their families to become financially independent.

Whether you are a startup looking to scale or a seasoned business owner planning your next journey, we will take the time to understand your objectives and plan a course of action.

You can call us on 01858 791 182  or email us at the link below.

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Sovereign Wealth Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.