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Coping With Your Finances This Year

Coping With Your Finances This Year

It’s no surprise that the new year media stories see the reintroduction of ‘get fit and healthy’ and ‘dry January’.  We all create resolutions from time to time.

As we have written about in previous years, ‘sorting your finances out’ for the year ahead is often on the ‘to do’ list, but we’re aware that sometimes making a start to tackle this is the most difficult part.

Do you need help or advice?

Even if you are not at the stage where you feel you ‘need help’ we believe that the opportunity to talk face to face to an independent adviser who can take an objective view of your finances is becoming increasingly valuable.

For many of our clients, regular meetings with their financial adviser is second nature but in a world of jargon and abbreviations we know that if you’ve never seen an IFA before, it can be overwhelming even knowing how to start a conversation.

It may be that you don’t even know HOW we can help or what we can offer but you just want to discuss your financial situation, money worries or potential opportunities.

The stress of debt, guilt and the worry associated with it, can be enough to stop you tackling your money concerns, however talking it through can help you to see the solutions and make steps to improve your situation.

It is from here that we provide tools and suggest services which can form part of your financial path.

So what about getting fit?!

Studies show that there is a link between the way we are feeling and the ability to cope with decisions that affect our day to day lives.

These everyday decisions may include basic cash flow and budgeting or may be ‘bigger picture’ decisions like moving house or starting a pension.

If you’re feeling overwhelmed you’ll probably feel less able to tackle certain tasks, your money being one of them.

At Manning and Company, as financial advisers we often meet people who ‘need to renew their mortgage’ or ‘review their pensions’, but the most rewarding part of what we do is to help people pinpoint their money worries and concerns and get going on making changes.

Whatever your situation, we will guide you through your first free consultation and use the information you give us to create a picture of your needs and goals for the future.

Give us a call on 01752 837950 or email enquiries@manningandco.co.uk to make an appointment and we can do the rest.
This is your first step in getting on the right track.

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PA to Director Mike LeGassick

Sharon is PA to Director Mike LeGassick.

Sharon joined Manning and Company in 2017 having worked for City College Plymouth.

Sharon lives in Plymouth with her family.

Managing Director

Paul has vast experience in all elements of financial planning and enjoys taking a life planning approach with his clients realising their goals through their finances.

Paul has been with Manning and Company since 1993 working closely with the founder for many years before being appointed Managing Director in 2010.  

Paul has retained his clients for many years. It is not simply a ‘one off’ visit, but a deep relationship. 

Meetings are scheduled, building trust and helping people achieve their life desires and ambitions. 

When not advising, Paul serves as a Trustee to two local charities and has also appeared in Wealth & Finance Magazine.