Kickstarting your financial plan 

Managing your finances can feel a little overwhelming, especially if you’re just starting out. Here’s how you can break it down into simple, actionable steps – so you can focus on enjoying the journey.

Take the time to make your professional strengths and ambitions translate into managing all your hard-earned money. Start by examining your finances – the sooner you start putting money away, the more chance you’ll have to build your wealth. 

What’s more, everybody, regardless of their circumstances, needs a budget and financial plan. It isn’t just about numbers on a page, it’s about mapping out the future you want and significantly improving your financial well-being – the value of which can be priceless! 

Kickstarting your financial plan

Managing your finances can feel a little overwhelming, especially if you’re just starting out. Here’s how you can break it down into simple, actionable steps – so you can focus on enjoying the journey.

Take the time to make your professional strengths and ambitions translate into managing all your hard-earned money. Start by examining your finances – the sooner you start putting money away, the more chance you’ll have to build your wealth. 

What’s more, everybody, regardless of their circumstances, needs a budget and financial plan. It isn’t just about numbers on a page, it’s about mapping out the future you want and significantly improving your financial well-being – the value of which can be priceless! 

Meet the Experts

Here, we look at some of the key areas of financial planning to consider and help you get on your way. Join Chartered Financial Planner Samantha Kaye as she discusses how your money can translate into something meaningful for you, whatever your goals and aspirations. 

Pensions, Saving & Investing

We’ll explore the key aspects of retirement planning, such as pensions and pension funds, while also highlighting the importance of maintaining an emergency cash fund and investing for growth.

Friday 11 October
12pm–1pm
Click here to register

Mortgages

Get in touch to arrange a no-obligation conversation with a member of our mortgage team.

 

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Her Wealth magazine 

The latest edition of our magazine contains useful and topical articles to help you plan a happy and financially secure life. Jump straight into three hot topics below, or click here to join our mailing list and receive the full issue.

Start-up stars

It’s time to talk

More than just a safety net

If there’s one thing we can be certain of, it’s that life doesn’t stand still for long. And neither should your financial plan. Wherever you are in your journey, it’s time to rise up, take action and make your wealth truly count. 

SJP Approved on 27/09/2024