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Our new Financial Wellbeing Officer
Chris introduced the concept of financial wellbeing to the financial services industry and wider audiences when he published ‘The Financial Wellbeing Book’ in 2016. A book full of advice but with a twist; to structure your finances in a way that suits you by first understanding what you want from your future.
He went on to hold his own Financial Wellbeing Conference in 2019 and after this proved so popular with financial advisers, he founded the IFW.
At Equilibrium, we place our client’s wellbeing at the heart of what we do, by enabling them to live the life they want, look after those they love and leave a powerful legacy.
It, therefore, seemed logical that we become a corporate member of the IFW to enhance our client experience and embed the relationship between money and happiness into our financial planning processes.
The next natural step was to ask Chris to join us as our Financial Wellbeing Officer and we were delighted when he accepted. We will now be guided by his expertise when determining how we can go further in making our clients’ lives better.
Chris likens financial wellbeing to keeping fish:
“To run a healthy aquarium, you need to look after the water, not the fish.
“Equilibrium combines financial planning, investing and tax planning to deliver a seamless offering that allows for a successful lifetime of investing. They have huge expertise and experience in looking after the technical aspects of your money giving you time and space to live the life you want.”
Chris adds: “Financial wellbeing takes this one step further – by helping you to understand your own sources of joy and wellbeing, as well as bringing awareness of behaviours and beliefs which can sometimes lead to poor financial decisions. In doing so, you can discover what a life with wellbeing could mean to you.”
