WHAT IS FINANCIAL WELLBEING?

Financial wellbeing can be broken down into five elements:

A CLEAR PATH TO ACHIEVE OBJECTIVES

Answering that crucial question: How much is enough?

CONTROL OF DAILY FINANCES

Spending money on things that make you happy – including bringing the future closer.

THE ABILITY TO COPE WITH FINANCIAL SHOCK

Identify risks, put a number on them, and so reduce uncertainty

FINANCIAL OPTIONS IN LIFE

Wellbeing comes from being content with what you have. But first you need to know what you want…

SECURITY FOR THOSE WE LEAVE BEHIND

Preparing for the worst and hoping for the best.

THE BOOK

Ignore the advice you find in books.

That’s not to say you won’t find good advice in a book, but how do you know which advice is right for you?

The Financial Wellbeing Book is full of advice with a twist. To structure your finances in a way that suits you, you need to understand what you want from your future — and that’s a lot harder than you might think.

Buy your copy

THE CHARITY

Penny Brohn helps people focus on each area of their lives, and make small but significant changes to bring them into balance. Building resilience in this way supports our immune systems and the body’s natural capacity to protect against cancer.

The author is donating his proceeds from this book to Penny Brohn UK.

Penny Brohn UK

THE AUTHOR

Chris Budd lives in Somerset with his wife and two children. He plays guitar and gigs regularly, reads lots of books and graphic novels, and spends far too little time watching cricket. In between this, he runs Ovation Finance Ltd, the financial planning business he started in 2000.

Chris is also the author of A Bridge of Straw. which is available to buy at Amazon

Ignore the advice you find in books.

That’s not to say you won’t find good advice in a book, but how do you know which advice is right for you?

BLOG

Thoughts, insights, articles and FAQs in our Blog section.

Episode 14: Busting Myths

February 21st, 2017|0 Comments

We're here to challenge some standard ideas about money. In this episode, Chris and David are joined by Producer and Chartered Financial Planner Tom Morris. Adding to the (already palpable) excitement, this episode was recorded on the due date of Tom's first child. At 06:45, he receives a call from his wife...

Episode 13: Philanthropy – Behind The Scenes

February 3rd, 2017|Comments Off on Episode 13: Philanthropy – Behind The Scenes

In our last episode, we looked at some of the principles behind Philanthropy. Today, we delve further into the world of giving by examining how Charities apply these principles practically. We are joined by two respective experts: Edward Thomas of Oxfam and Julian Withers of Jessie May.

Lost in the tunnels

January 23rd, 2017|Comments Off on Lost in the tunnels

Outside of work, I write and perform spoken word poetry. This hobby sees me attending several events each week, either to perform or to watch others perform. The worlds of finance and poetry are not noted for their overlap, and this happy fact allows me healthy time away from both during the long mental traverse from one world to the next. Recently, however, I was visited by a rare moment of confluence. Allow me to explain.

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