Our advisers visited a second school to deliver financial education seminars as part of our Financial Education in Schools Programme.

Josh Gupta, chartered financial planner, and Michael McLeod, financial adviser, were invited to present at The Billericay School  and thoroughly enjoyed the occasion.

Fiducia Wealth Management
Posted in Fiducia News on 28.06.19

As financial advisers, part of our job is explaining often complex financial terms and products to our clients. If you don’t have access to a qualified and experienced financial adviser, your options are relatively limited. Perhaps you do your own research via online searches or ask friends and family for their advice on how to save, how to manage debt and how to invest.

Unfortunately, information online is not always accurate, family and friends whilst meaning well may not be up to date with their own knowledge and anyone who lacks a basic understanding of personal finance can find themselves falling prey to fraudsters and ‘get rich quick’ schemes.

It’s bewildering that the government does not have a national financial education in schools programme in place to give our young people a head start on navigating the financial world as they head off to college or university or into the world of work. This is despite the fact that we know there is a causal link between money worries and a breakdown of relationships and mental health. We owe more to our young people.

Our Financial Education in Schools Programme is in its infancy, but we are already receiving a very positive reception from the teachers and school children that we visit.

Josh Gupta delivered an entertaining and illuminating seminar on the role of a financial adviser, including what we do as advisers for our clients. This helped to demystify a profession that is often seen as exclusive and highbrow. In actual fact, most advisers go into the profession because they are passionate about helping people to achieve the goals that they most hold dear, whilst ensuring that they can look after their loved ones if the worst were to happen.

Michael McLeod handed out some practical advice on getting started with saving, by talking about how to save towards a big purchase such as a deposit on a first property.

For many young people, buying a property can feel like an unachievable dream, which is why it’s even more important to give them practical guidance on how to get started with saving now.

Many of our clients tell us that they wish their children were taught about money in schools and, indeed, that they had been provided with this information when they were younger. It’s clear that so many poor decisions could be avoided in adulthood just by giving people some basic financial education.

It’s good for our wellbeing, it’s good for our communities and it’s good for our economy.

It’s often suggested that young people are too preoccupied with social media to get to grips with things like bills and saving for the future, but the young adults attending the seminars at The Billericay School were highly engaged with the presentations, proving that they are just as capable and willing to learn as any other generation before them.

Schools interested in arranging for Fiducia Wealth Management advisers to present to their pupils are encouraged to contact us.

divider

The information contained in website is for guidance only and does not constitute advice which should be sought before taking any action or inaction. The information is based on our understanding of legislation, whether proposed or in force, and market practice at the time of writing. Levels, bases and reliefs from taxation may be subject to change. Accordingly no responsibility can be assumed by Fiducia Wealth Management Limited, or any associated companies or persons, its officers or its employees, for any loss occasioned in connection with the content hereof and any such action or inaction. Professional financial advice is necessary for every case. Fiducia are an award winning firm of Financial Advisers based in Dedham near Colchester situated in the heart of Constable Country on the Essex Suffolk border. www.fiduciawealth.co.uk Fiducia Wealth Management Ltd. Dedham Hall Business Centre, Brook Street, Dedham, Colchester, Essex, CO7 6AD. Fiducia Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority. FCA No. 408210

Fiducia Wealth Management
Posted in Fiducia News on 28.06.19

If you would like to know more about how we as Financial Advisers can help you set, plan and achieve your financial goals then financial planning section of  our website: Financial Planning or send us email at: email@fiduciawealth.co.uk

The information contained in website is for guidance only and does not constitute advice which should be sought before taking any action or inaction. The information is based on our understanding of legislation, whether proposed or in force, and market practice at the time of writing. Levels, bases and reliefs from taxation may be subject to change. Accordingly no responsibility can be assumed by Fiducia Wealth Management Limited, or any associated companies or persons, its officers or its employees, for any loss occasioned in connection with the content hereof and any such action or inaction. Professional financial advice is necessary for every case.

Fiducia are an award winning firm of Financial Advisers based in Dedham near Colchester situated in the heart of Constable Country on the Essex Suffolk border. www.fiduciawealth.co.uk

Fiducia Wealth Management Ltd. Dedham Hall Business Centre, Brook Street, Dedham, Colchester, Essex, CO7 6AD.

Fiducia Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority. FCA No. 408210