18 Summary Real wealth is living a fulfilled and meaningful life, and we all need clarity, contentment and certainty to thrive. The seven financial planning areas I briefly explore in this e- book should be a core part of your lifetime Wealth Plan as you endeavour to live a fulfilled and meaningful life. It’s important to take a strategic approach to cashflow, risk, borrowing, investing, tax, legacy and giving to ensure that yo u are maximising each area and securing the wealth you have created, not only for yourself but also for your loved ones. Taking a strategic approach in each of these areas is much easier when you have a trusted partner at your side. Finding such a person who can not only give you the financial advice you require but also help you create your overall plan for a fulfilled and meaningful life can make all the difference. Our mission is to give you clarity, contentment, and certainty – clarity, so you can visualise what your financial future could look like and the options available to you – contentment, so you are less anxious about tomorrow – certainty, so you can secure all that you value. For a conversation about how these wise strategies might help you protect your wealth, book an Exploration Call or submit an enquiry for the team to contact you here: https://www.wellsgibson.uk/video-call/ To learn about these strategies in more detail, pick up your copy of my book, Purposeful Wealth, available now on Amazon: https://www.amazon.co.uk/dp/B08T42FNGM. 28 Jonathan M. Gibson CFP™, Chartered Fellow (Financial Planning) www.wellsgibson.uk
Wells Gibson Creating Financial Peace of Mind Page 27 Page 29