The Bettr Blog

Have the time of your life – Have an action plan!

Dec 20, 2018 | Client Service, Financial Advice, Inspiration, Retirement Planning

Some of you will know that I turned 50 this year (eek!) which got me thinking about what I have done and what I still wish to do… Over a glass of wine with Shona we planned how to make my 51st year (2019) the most special yet. Below you will find a template which hopefully can inspire you to do the same! Have fun, be bold, make it happen and I look forward to seeing all your selfies at our next planning meeting!

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Disclaimer: This document is intended for informational purposes and no action should be taken or refrained from being taken as a consequence of it without consulting a suitably qualified and regulated person.  It does not constitute financial advice under the terms of the Financial Services and Markets Act 2000. It is not an offer to sell, or a solicitation of an offer to buy, the instruments described in this.

Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investment, when redeemed, may be worth more or less than its original value. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful.