Talking Finances principal planner Chris Masters has been providing Independent Financial Advice to clients for over 15 years and in 2012 became a Chartered Financial Planner and in 2013 was awarded Fellowship of The Personal Finance Society.
As Chris reflected on his career, the exams he’d studied for and the real life personal and client experiences, he felt strongly that there was something missing from the numerous text books he’d read over the years.
Yes it’s important to understand the technical aspects of taxation,
financial products and the economy in general, but as important
is the need to understand ‘real’ people and their
behaviours and attitudes towards money.
Attending a conference on ‘happiness’ the subject highlighted numerous examples of where the accumulation of money for moneys sake did not bring happiness and actually for happiness money was not that important. Statistics were also shown that 78% of professional athletes in America were shown to have gone bankrupt, along with 55% of lottery winners and for the average millionaire they notched up on average 3.5 bankruptcies!
Talking Finances are Independent Financial Advisers and recommend products and services from across the financial spectrum, from life assurance to savings plans to pensions to inheritance planning. However first and foremost we see ourselves as people you can talk to about your finances, your worries, your questions, your ambitions.
We want to understand the role that money
plays in your life and the relationship you have
with it and to help you understand this too.
Our process is to educate our clients through the entire financial planning process by running seminars, webinars, face to face and to help them address the 5 Ways of Financial Wellbeing:
- To Connect
- To Be Active
- To Take Notice
- To Keep Learning
- To Give
Our 7 Step process and the tools and reports that accompany this are built on the foundations of behavioural finance and solid principles of good money management. We want all of our clients to build their own personalised plans that have real meaning and become something you take pride in and ownership over. If you want a financial plan that you take pride in then come and talk to us today.