Financial Wellbeing is about a sense of security and feeling as though you have enough money to meet your needs. It’s about being in control of your day-to-day finances and having the financial freedom to make choices that allow you to enjoy life.
At PW & Partners we provide extensive Financial Planning and Money Management services whatever your financial situation. We will support you to achieve complete Financial Wellbeing and peace of mind.
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.
TAKE OUR QUESTIONNAIRE
& UNDERSTAND WHERE YOU ARE ON YOUR JOURNEY TO FINANCIAL WELLBEING
WHAT’S IN IT FOR YOU?
Financial Wellbeing is within reach – with the right knowledge you can build a plan, tailored to your individual circumstances. Understanding what plans you already have in place plus identifying any gaps that need attention, can help set a course for making progress towards reaching your financial goals, aspirations and dreams amidst uncertain times.
WHAT’S IN IT FOR US?
We are passionate about what we do; helping people achieve their financial goals, aspirations and dreams, giving them peace of mind and allowing them to live and love life. So, we are asking as many people as possible to fill in our carefully created 5-minute questionnaire as honestly as possible. We want to anonymously use the data and insights we collect to form a bigger picture of what areas are the biggest concern for different age groups and demographics.
To take our financial wellbeing questionnaire, simply click on the button below.
Take Our Questionnaire
Thank You
As a special thank you for filling in our questionnaire we will enter you into our prize draw for a chance to get hold of this luxury hamper worth £150*
In simple terms, it’s about having a clear vision about what you need to enjoy and live your life to the full. Then taking this vision and creating a strategy to help it happen. Generally, we’re all living longer and in better health. Great news yes, but it also means it’s crucial that you make sufficient preparations to safeguard your financial future in later life, as well as helping to fund key milestones along the way – weddings, dream homes, dream retirements and/or supporting your children/grandchildren’s private or further education for example.
Having a plan that is flexible and can be adjusted at any time is key. Helping you make the right decisions, both now and in the future.