Phoenix Learn About Financial Planning

Financial Advice Sutton Coldfield
Karen Hagan, Financial Adviser

Financial Adviser Karen Hagan recently gave a presentation for the Phoenix Networking group on Financial Planning and How To Get Financially Fit. Phoenix is a business networking group for ladies. Karen, who gives financial advice local to Sutton Coldfield, is an experienced financial adviser and one of our advisers who often works with female clients.

Her presentation was split into four sections. First giving tips on getting financially fit that you can do yourself. Followed by financial planning that needs the help of a financial adviser. She then touched on behavioural economics and finally, ran through our “bucket” presentation. If you have not yet seen this, please ask your financial adviser or book an appointment with our client liaison team.

Top Tips On DIY Financial Planning

In her presentation Karen talked about things that everyone can do for themselves to get fitter financially. Such as, clearing debt, transferring credit card balances, re-mortgaging at a lower rate and making a Will.

The Support Of A Financial Adviser

Karen went on to outline the circumstances where you will usually need the advice of a financial adviser.  For example, making contributions to your pension and tax planning. Or, when looking to make financial investments especially when the stock market is volatile and could be causing the client some anxiety.

Behavioural Economics

In this section Karen talked about attitudes to risk.  Everyone is different.  Some people are put off investing on the stock market, because they perceive it to be risky.  Others have a less cautious attitude to risk. What a financial adviser does is educate people on all the different investment options available and the associated level of risk.

Karen wrapped up her presentation with a light-hearted but very informative run through our “bucket” presentation. This explains the role of financial planning throughout your life and is aligned to our Lifestyle Financial Planning approach.

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