18 19 Summary About the Book Real wealth is living a fulfilled and meaningful life, and we“Purposeful Wealth: How to Bring Clarity, Contentment all need clarity, contentment and certainty to thrive.and Certainty to Your Financial Life” is available on Amazon. The seven financial planning areas I briefly explore in this e- book should be a core part of your lifetime Wealth PlanCoinciding with Wells Gibson’s seventh financial year, as you endeavour to live a fulfilled and meaningful life. I released the hardback version of Purposeful Wealth: How to Bring Clarity, Contentment and Certainty to Your It’s important to take a strategic approach to cashflow, risk, Financial Life. borrowing, investing, tax, legacy and giving to ensure that yo u are maximising each area and securing the wealth youAs a trusted Financial Planner, I share my personal story have created, not only for yourself but also for your lovedand first-hand experience of becoming a steward in both ones. business and personal life by introducing the idea that real wealth is about much more than money and possessions. Taking a strategic approach in each of these areas is much easier when you have a trusted partner at yourIn this book, I introduce the principles for living a fulfilled side. Finding such a person who can not only give you theand purposeful life, as well as sharing the key financial and financial advice you require but also help you create yourwealth planning strategies. I openly guide you through the overall plan for a fulfilled and meaningful life can make allconcepts of a rewarding life and authentic investing before the difference. sharing wise financial strategies and advice on how to implement each in your life. Our mission is to give you clarity, contentment, and certainty – clarity, so you can visualise what your financialI share my personal experiences, as well as my extensive future could look like and the options available to you –knowledge about wealth planning – gathered from contentment, so you are less anxious about tomorrow – decades of working in the sector – all with the aim of certainty, so you can secure all that you value.helping you to achieve a fulfilled and purposeful life, supported by the right trusted partner. For a conversation about how these wise strategies might help you protect your wealth, book an Exploration Call As Albert Einstein once said: “Not everything that can or submit an enquiry for the team to contact you here: be counted counts, and not everything that counts https://www.wellsgibson.uk/video-call/can be counted.” 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. 29 Jonathan M. Gibson CFP™, Chartered Fellow (Financial Planning)Jonathan M. Gibson CFP™, Chartered Fellow (Financial Planning) www.wellsgibson.uk www.wellsgibson.uk
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