Getting Financial Advice

About The Video.

Are you worried about how to organise & plan your finances?

This video shows:

The need to plan for our financial future.
The problems of: dying too young with no provision for others.
Not making provision for ourselves.
Living too long for our funds.

NEEDS v's WANTS.

Wellness.

Accept life is a journey: We all share a timeline of common events and each event comes with a need for money -

First New Car > Marriage > House Purchase > Children > Vacations > Children Marry > Grand Children > Retirement > Death. 

Be ethical in all of your dealings: Do not lie to insurance companies about anything. Lying either directly or by omission can have devastating consequences for those you want to protect.
Be sceptical, there are personal and professional tricksters: Not all advisors are created equally. You need to choose an advisor with the qualifications and experience to advise you on a specific product or on the overall planning of your financial future. Ask about fees, ask about their status ask about details of their registration with the Financial Conduct Authorities. (FCA).
Don't automatically accept or reject anything. Investigate and test everything: Ultimately it is up to you to accept or refuse what you are advised. To do this properly take the time to study and check out everything that is presented to you.
Be happy: Getting financial advice and planning your financial future is a good thing - be happy.

What's Next?

Everyone needs proper help with understanding their finances. With good understanding comes the ability to make good decisions. email me now if you need help with:

Life Insurance and Serious Illness Cover.
Wealth Management (Pensions, Investments, Savings).
Mortgages.
Building and Contents Insurance.
Mis-selling (PPI, Packaged Bank Accounts, Pensions).
Debt Management (Voluntary Arrangements).
Wills and Trusts.

We know that debt is a persistent problem for many people around the world. If you are reading this page because you are troubled by the amount of money you owe -

GET PROFESSIONAL HELP NOW!

Do not be embarrassed, There are lots of organisations that give FREE & CONFIDENTIAL advice for people who are struggling with debt(s).

The Debt and Money pages on the Citizens Advice website is a good place to start.

How Can I Help?

Follow up today with a Seize Control of Your Money Session:
I can help with your specific issues in a private 30 minute one-on-one session delivered live online via Zoom Video. £0.00.
BOOK NOW.

Arrange a 'Personal Finance' online group workshop.

Financial plan documents with computer and calculator.

It's important to stress the difference between the principles involved in good financial planning that a Seize Control of Your Money session offers and the advice/sales of financial products, instruments or services of which we have no direct involvement.

BOOK A PRIVATE ONLINE COACHING SESSION TODAY

Hello,

'"Success through soft skills, continuing education and growth..."

The content of this website is based on my experience, education and the hundreds of coaching sessions I have delivered online.

I am also a representative of an FCA regulated company which means that my financial education activities fall under the rules of a very powerful consumer protection body.

The FCA is the UK's financial regulatory body with a wide range of powers designed to protect consumers from firms that do not meet the desired standards. The FCA can; stop firms and individuals from conducting regulated activities. Fine firms and individuals who break the FCA rules. Make any action taken against firms and individuals public. Bring criminal proceedings where warranted. The full scope of their powers can be found in the Decision procedure and penalties manual (DEPP).

Coach Walsh 2020.

Please Note;

Unless otherwise stated, the use of third party videos on this website in no way implies any support or backing of the individuals/organisations involved. They are just informative videos chosen for their quality and educational value.
Any observations or comments I make that reference third-party works are to be taken as MY understanding of that work. For this reason all writing should be taken as a personal commentary that may not be accurate and may not accurately reflect the views of the authors and/or publishers.

Copyright 2012 - 2020. All Rights Reserved.

NOTE: I am constantly updating and proofreading the website. It is a big job and mistakes are sometimes overlooked. If you spot any errors it would be a great help if you email me and let me know.