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How can I live a better life now, while still providing for future?

Updated: Apr 11, 2024




Key thoughts:


  • Becoming debt free

  • Having a cash reserve

  • Being able to live comfortably on unearned income

  • Being organised and feeling relaxed and in control

  • Enjoying the luxuries that life can offer

  • Being able to focus on the important things


How we can help?


People often have careers devoted to helping other people solve problems and lead better lives. We witness it with clients where they create fantastic outcomes for their clients and customers but do not allocate sufficient time to thinking about and planning their own financial futures.


We have a process that encourages clients to step outside of their day-to-day activity, at least once a year, to think about their own circumstances; what’s concerning them and to focus on the aspirations they have for themselves and their family for the short, medium and longer term.


Generically, it is known as ‘financial planning’ which incidentally differs from ‘financial advice.’ The process is known as The Financial Empowerment Programme™, which starts with the absolute basics of considering what it is that you want to achieve; identifying any risks and articulating any specific goals that you have. You can read more about the approach we take, but there are a number of very basic things that we will encourage a client to consider. These include having a budget and ensuring that your income exceeds your expenditure, having a plan to become free of debt and having a cash reserve.

Comments


Matrix Capital Limited
Little Hudwick
Monkhopton
Shropshire
WV16 6TG

Tel: 01746 712 900
Email: info@matrixcapital.co.uk


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Matrix Capital Limited, Little Hudwick, Monkhopton, Shropshire, WV16 6TG is authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate cashflow modelling, taxation, estate planning and trust advice. Matrix Capital Limited uses reasonable care to make sure that the information and material appearing on this website is accurate and up-to-date. The information and material on all of the pages of this website is provided as a general description of Matrix Capital Ltd and the services it offers. The information and material contained herein is not intended to and neither does it create any business, contractual or employment relationship and neither is it supplied for any other purpose not explicitly stated. Matrix Capital Ltd is registered in England and Wales (Company No 5278782). Registered address is as above.The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. We are entered on the FCA Register No 430282 at www.fca.gov.uk/register/home.do

 

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

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