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Empowering professionals and businesswomen to take charge of their financial future | Tailored financial planning with a coaching touch | Financial Adviser & Wellbeing Specialist

Yep I think it's fair to say this weekend the seasons changed! As I packed away the summer clothes, it got me thinking about this 👇 𝐓𝐡𝐞 𝐁𝐞𝐧𝐞𝐟𝐢𝐭𝐬 𝐨𝐟 𝐚 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐝𝐯𝐢𝐬𝐞𝐫: 𝐃𝐫𝐞𝐬𝐬𝐢𝐧𝐠 𝐔𝐩 𝐘𝐨𝐮𝐫 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐖𝐚𝐫𝐝𝐫𝐨𝐛𝐞 𝐓𝐚𝐢𝐥𝐨𝐫𝐞𝐝 𝐅𝐢𝐭: Just like your favourite custom outfit, a financial adviser provides strategies designed for you, making sure your plan fits your unique goals and needs. 𝐒𝐭𝐲𝐥𝐞 𝐈𝐧𝐬𝐢𝐠𝐡𝐭: Think of advisers as your ‘financial fashionistas’—they keep you up-to-date with the latest trends and can help you make smart investment choices. 𝐑𝐢𝐬𝐤 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭: Just like a great jacket protects you from the rain, a financial adviser helps you manage risks, keeping you safe from unexpected financial surprises. 𝐓𝐚𝐱 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲: Expert advice is like having a wardrobe that fits perfectly—optimised to make your tax situation smooth and save you money. 𝐂𝐨𝐦𝐩𝐥𝐞𝐱 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠: Navigating complex financial plans is like finding that perfect outfit for a big event—advisers make it easy and manageable. 𝐎𝐛𝐣𝐞𝐜𝐭𝐢𝐯𝐞 𝐏𝐞𝐫𝐬𝐩𝐞𝐜𝐭𝐢𝐯𝐞: They give you honest feedback, just like a friend who tells you if that outfit really works, helping you make clear and unbiased decisions. 𝐋𝐨𝐧𝐠-𝐓𝐞𝐫𝐦 𝐅𝐨𝐜𝐮𝐬: Advisers help keep your financial plan timeless, evolving smoothly with your goals, like classic wardrobe pieces that never go out of style. 𝐑𝐞𝐠𝐮𝐥𝐚𝐭𝐨𝐫𝐲 𝐊𝐧𝐨𝐰𝐥𝐞𝐝𝐠𝐞: As fashion trends change, so do financial rules. Advisers stay updated so your plans stay stylish and compliant. 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 𝐚𝐧𝐝 𝐓𝐢𝐦𝐞-𝐒𝐚𝐯𝐢𝐧𝐠: They handle the details, just like a personal stylist, freeing up your time to focus on what really matters. 𝐏𝐞𝐚𝐜𝐞 𝐨𝐟 𝐌𝐢𝐧𝐝: Having an expert manage your financial affairs is like having a well-organised closet—providing you with the confidence and reassurance that your financial wardrobe is in impeccable order. #FinancialWardrobe #ExpertAdvice #FinancialStyle #SmartPlanning #PeaceOfMind #yourbusinessmatters

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Sue Cooper

HR Executive at iDiversity & Consulting Ltd .Highly motivated individual with experience in recruiting, onboarding & training. Proven track record of streamlining onboarding processes & increasing employee satisfaction.

3mo

Is that really u Steph ??

🌱🧠Adrian Croft

Helping people & businesses with 💷Money (📥More £IN 📤Less £OUT) ► Helping achieve ⚖️Life Balance 📈via Passive Income ► Passionate: 🤝Networker 🔗Connector 🤔Problem Solver ► 👨👩👦👦Dad 🤝MHBuzz Host 🤖AI-curious

3mo

Peace of mind.... surely that's priceless?

Mandy Noss ✦ creating your unique style ✦

Pioneer Independent cabi Business Owner, leading the launch of this proven direct to consumer women's fashion brand into the UK | women in business | entrepreneur | business owner |

3mo

And this is why we make such a good team …. Love your analogy. Reminds me that you need to see the Autumn gorgeousness 🍁💃

Anita Popat

Social Media Marketing Strategy for introverted service providers. Attract dream clients with a quietly confident marketing rhythm that’s very YOU. Join my 1:1 marketing strategy programme Silent Storm to learn how⚡️

3mo

Love this financial wardrobe 🙌🏽

Vikash Kanani, FPFS

Business Leader | Chartered Financial Planner | Fellow of the Personal Finance Society |

3mo

Sartorial Stef: Fashion and Finance 🙌 Great post!

Angela Dryden

I help people people and families to arrange their Will and plan their estate. With lived and living experience of family disputes - I help people to avoid theirs. 07983 259577 Co-director of JD Wills and Estates

3mo

◽ Stephanie Smith 🙌 personal stylist, love this analogy 😃

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