December 21, 2022

10 New Year Resolutions for Financial Health

Author

Michelle Boakes
Chartered Financial Planner

Michelle started working in  financial services in 2008, before becoming a Mortgage Advisor in 2011 and qualifying as a Financial Adviser in 2018. Michelle’s role is to meet with clients to discuss their goals and ...

At the start of a new year, it’s common to reflect on what you want to achieve over the next 12 months and to set out some goals. It’s the perfect time to think about how you could improve your financial wellbeing too. 

Around a third of Brits setting a new year resolution want to save more money. As well as boosting your savings account, there are other positive steps you can take to improve your financial wellbeing, such as: 

  • Reviewing your current mortgage deal
  • Creating a plan to invest regularly 
  • Increasing your pension contributions 
  • Getting your estate plan in order.

Download your copy of “10 new year resolutions that could boost your financial wellbeing” to start thinking about how the financial decisions you make in 2023 could help you meet long-term goals. 

If you have any questions about how to improve your financial wellbeing, please contact us. 

This item was correct at the time of writing and the information contained may no longer be up to date.

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