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Siobhan Record Our Lifestyle’s Financial Expert
Those of us who have children will know the experience of seeing the surprise in a child's eyes when we respond to a bold request with the word "yes". They instantly switch from uncertainty to delight.
Like a child trained over time to hear the word ‘no’, even as grown-ups, when discussing a different course of action, we are conditioned to expect words of caution, encouragement to practice frugality or even a firm ‘no’.
If instead, we hear a positive affirmation, we are now in the position to take the discussed action, but as humans we automatically go into procrastination mode. Fear of the unknown kicks in and we feel we are creeping out of our comfort zone.
I see this often… a client will approach me with a decision they need to make, often giving away what it is they'd really like to do but regardless, they have become paralysed and unable to take action. We discuss the implications and so often, they need nothing more than permission to live the life they want and it becomes my privilege to nudge them towards a more meaningful life.
Many of us have been conditioned by parents, society, and even the professional advice we receive to associate spending with negative emotions. These money mindsets are embedded firmly in our psyche and often lead to us living a worse life than is possible.
I firmly believe, my role as a financial planner extends further than the technical advice I am qualified to dispense. If I don’t go further, I am just helping you to stay ‘stuck’ and you deserve so much more.
If you are interested in knowing more about how I work and you have investments of over £200,000 why not give Jo a ring on 01562 745730 to arrange a no obligation 30-minute free meeting in our office.
The information in this article does not constitute investment advice; you must not rely on the content when making investment decisions without taking advice. Past performance is not a reliable indicator of future results. The value investments and the income from them, may fall or rise and investors may get back less than they invested.
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At TaxAssist Accountants we specialise in supporting small business. We can help with: • Self Assessment Tax Returns • Business Accounts • Corporation Tax • Bookkeeping and VAT • Payroll and HR ...... and much more.
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