Financial wellbeing in recent years has become a key talking point when discussing people’s mental wellbeing. We already know that there is a strong correlation between someone’s mental wellbeing and financial situation, leading to more and more IFA’s looking to support their clients in this way.
The Initiative for Financial Wellbeing (IFW) is a new initiative for anyone in the financial advice, financial planning and financial coaching community who wish to help their clients to become happier not just wealthier.
Given our history of providing Workplace Financial Wellbeing and seeing the improvement our support can offer, it was a clear decision for us to join this new initiative.
Because of this, we are proud to announce our partnership with the Initiative For Financial Wellbeing. We want to continue to improve our clients’ Financial Wellbeing by helping them become happier and more fulfilled and in time we will build on our relationship with the IFW to bring more resources and support to our clients.