Navigating Financial Well-Being: A Coaching Approach
In this insightful episode of Podcasts for Business, host Steve Twynham welcomes Dan Willers from Robertson Baxter to explore the impact of financial well-being on individuals and families. They delve into the common fears and misconceptions surrounding financial advice and highlight how a coaching approach can help clients feel more connected with their wealth.
Dan shares how Robertson Baxter focuses on understanding clients’ personal aspirations and life goals, making financial discussions less daunting and more about personal growth. Discover how initial meetings are structured to be cost-free and commitment-free, allowing clients to explore their financial needs in a comfortable and supportive environment.
Learn about the importance of building a tailored financial plan that evolves with life’s changes, ensuring long-term success and satisfaction. Whether you’re planning for retirement, managing investments, or thinking about wealth transfer, this episode provides valuable insights into making informed financial decisions.
Join the conversation and gain confidence in seeking financial advice that aligns with your personal goals and aspirations.
“Robertson Baxter Limited is authorised and regulated by the Financial Conduct Authority”.
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“The value of investments can go down in value as well as up, and you may not get back the full amount invested. If in any doubt please seek financial advice”.
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Robertson Baxter Limited is directly authorised and regulated by the Financial Conduct Authority (FCA). FCA Registration Number: 462209
Guidance and advice is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
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