Are You Financially Fit? - Partridge Muir & Warren Ltd (PMW)

Are You Financially Fit?

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9th September 2020
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14th October 2020

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Ceris Hymas, Head of Marketing at PMW, considers the importance of health and wealth and how you can ensure your finances are in the best shape possible. 

There is nothing like a global pandemic to make us take stock of the things that are important to us and, for many of us, the most important thing in our lives is our family. We all want to do what we can to support our family and ensure they have what they need to live a fulfilled and happy life. The ability to be there for our loved ones is largely dependent on our own health and wealth and that is why maintaining both of these is intrinsic to achieving that goal.

In recent decades, the increasing focus on maintaining good health has led to more people than ever joining a gym or signing up to personal training. During lockdown, we found new ways to ensure we could maintain our fitness and sales of at home fitness equipment went through the roof. It is clear that many people are taking their health seriously.

If health and wealth are both important factors to supporting our families, then why don’t we take the same approach to our finances as we do our bodies? If a personal trainer’s job is to get your body into shape, a financial planner’s job is to do the same for your wallet. It is interesting to see that as a nation it seems perfectly normal to pay hundreds or even thousands of pounds to somebody to help us increase our physical fitness, but the thought of doing the same to optimise our wealth seems absurd to many.

We all grow old eventually and in most cases this has a significant impact on our health, but with the right financial advice, it does not have to have a catastrophic impact on our wealth. A healthy financial plan can help us to cope with the financial burden that often accompanies ill-health.

Keep your wealth in good health

So how can you keep your finances in shape? Perhaps you have been saving for years to accrue wealth that you would like to pass on to your family and want to achieve this tax efficiently, or perhaps you already have an investment portfolio that isn’t performing as you would have hoped. Either way, if you have significant savings or investments, an important step to ensuring you keep your wealth in good health is to instruct a chartered financial planner. A chartered financial planner can look at your financial situation and provide an educated, comprehensive and personalised strategy to ensure that you are able to achieve your goals.

Founded over 50 years ago, PMW has a long-established reputation for creating positive outcomes for its clients. Over that period much has changed, but one thing that has always remained consistent is our approach to our customers. We understand that our clients have placed their trust in us to help them achieve their financial objectives and we feel personally responsible for delivering what we have indicated they should expect. We also understand that financial success can mean different things to different people, but what makes our clients similar is that they all trust us to manage their finances so that they can get on with living their lives.

What we offer is a bespoke and personalised service that allows our clients to be confident that they are doing all they can to manage their wealth to both meet their own needs and provide welcome assistance to future generations. Of course, most wealth management companies claim to offer a service that is bespoke and personalised but the truth is that in such a highly regulated sector, growth in the size of a business can only be achieved profitably by streamlining processes and restricting choice, to the extent that personalisation is stifled. That is why we limit the number of portfolios we have under management, so that we can be sure that all of our clients receive the personal and professional advice they are promised upon instructing us.

Our understanding of our customers explains why some of them have been with us for more than 40 years, and we have been serving our current clients for an average of 20 years. We believe in building long-lasting relationships and we understand that focusing on retaining customers, rather than just acquiring new ones, is ultimately the key to commercial success.

As well as offering comprehensive financial advice and investment management, we also offer will writing and Probate and estate management services; which means you can rest assured that your financial and estate planning decisions are managed with consistency and synergy.

So whether you are looking for a long-term work-out for your finances or a quick health check, we have the expertise and knowledge to help you get your finances in shape, so that they can keep working hard, even when you no longer wish to.

Please get in touch and arrange to talk to one of our chartered financial planners about how we can help you.

Contact us to arrange a complimentary virtual consultation.

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