Picture this. You’re sitting on a beach on a hot summer’s day. The sand is white and you’re sipping a cold glass of [insert preferred beverage here]. No doubt it’s an easy image to imagine.
At a time when the cost of living is at an all-time high, and people are increasingly worried about making ends meet, financial wellbeing has arguably never been more important. And advisers have a huge role to play in helping people feel more secure and happy about their money. The Initiative for Financial Wellbeing