SMALL LIFESTYLE CHANGES TO BOOST YOUR FUNDS
by Anthony Hoskisson Managing director, Questa
At Questa, we’ve built an enviable reputation for offering outstanding bespoke advice.
As well as our deep understanding of shrewd tax efficiencies and intelligent planning strategies, our simple, pragmatic advice often tips the wealth management balance in your favour.
The power of habit is a great example.
When building long-term wealth, many people mistakenly believe it requires a significant amount of money to get started.
But we see many easy wins in the small savings, habits and lifestyle changes that make a substantial difference over time.
Cutting your bills and subscriptions is one of the simplest ways to save money.
Subscriptions can accumulate over time. Are you paying for a gym membership you hardly use or a TV streaming service you don’t watch?
Cancelling forgotten services can
free up cash towards your savings or investments.
Another tip is to make minor adjustments to your daily habits.
Bringing lunch to work can save you a daily outlay.
Then there’s coffee. I love a coffee house treat, but cutting back on your daily coffee runs is another step in the right direction.
Savings habits make a difference. But better investing habits can impact long-term wealth building too.
Even if you start with a small amount, putting your money into an investment account can grow over time.
Consider setting up automatic contributions to your investment account, so you don’t have to think about it.
Building wealth isn’t just about big moves or playing the market. It can start with small changes you won’t notice.
Then simply stick to them over time.
SUSTAINABLE RETURNS IN A CHANGING WORLD
by James Thompson Director, Becketts FS
An investor’s overall goal may be simple, but the financial environment is anything but.
The global economy is volatile and very fast-moving. The days of a ‘one-size-fits-all’ investment approach are defunct.
Investors need to have viable options and approaches. Becketts has three distinct styles of investing:
• Core, a proven and unrestricted investment solution
• Resolve, investing in a greener and fairer future
• Index, investing with a keen eye on cost
The extent to which each style can be used is completely flexible and any combination of approach can be considered, used and adjusted as time goes on.
All of our strategies look to the future, however Resolve goes one step further – it champions funds that drive positive change today and innovate for a better tomorrow.
Investing in sectors which will drive the future global economy is especially exciting for us - themes
that run throughout these managed portfolios include affordable and clean energy, responsible consumption and sustainable cities and communities, amongst others.
These opportunities are underpinned by the greatest universal challenges and the inherent growth potential in finding solutions.
At the heart of any successful investment strategy is a sound financial plan – in effect, a defined need to be targeting long-term growth.
We have been successfully making the complex simple for over 20 years. We have a strong belief that the best outcomes will be achieved when common sense is observed, the benefits of diversification are employed, the facts don’t lie, and an independent viewpoint considers all options.
Our services combine to bring planning and wealth management together in a coherent and effectual way.
Call in for a chat and a brew today and begin your journey to making the most of it.
We’ll help you protect and grow your wealth so you can make the most of it
Make the most of it. Let’s get talking.
W.
www.beckettsfs.co.uk T. 01253 881 910
Becketts is a trading name of Becketts FS Ltd. Company No. 5122604. Becketts FS Ltd is authorised and regulated by the Financial Conduct Authority FCA Number 409051 Are you
ready to take care of your financial future?
Questa’s independent, highly-qualified financial planners offer tailored solutions to help you achieve your financial goals. And our shrewd financial advice will give you the peace of mind to make time for what truly matters to you.
Call our friendly team on 01253 83 00 50 or discover more wealth management insights exclusively for ‘Lancashire Business View’ readers at
questachartered.co.uk/lbv
Take care of your wealth management needs and enjoy the financial security your hard work deserves.
Questa House, Croft Court, Plumpton Close, Whitehills Business Park, Blackpool FY4 5PR
Questa Chartered is a trading style of Questa Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority No. 459631. Registered in England No. 02910617
LANCASHIREBUSINESSVIEW.CO.UK
61
WEALTH MANAGEMENT
Page 1 |
Page 2 |
Page 3 |
Page 4 |
Page 5 |
Page 6 |
Page 7 |
Page 8 |
Page 9 |
Page 10 |
Page 11 |
Page 12 |
Page 13 |
Page 14 |
Page 15 |
Page 16 |
Page 17 |
Page 18 |
Page 19 |
Page 20 |
Page 21 |
Page 22 |
Page 23 |
Page 24 |
Page 25 |
Page 26 |
Page 27 |
Page 28 |
Page 29 |
Page 30 |
Page 31 |
Page 32 |
Page 33 |
Page 34 |
Page 35 |
Page 36 |
Page 37 |
Page 38 |
Page 39 |
Page 40 |
Page 41 |
Page 42 |
Page 43 |
Page 44 |
Page 45 |
Page 46 |
Page 47 |
Page 48 |
Page 49 |
Page 50 |
Page 51 |
Page 52 |
Page 53 |
Page 54 |
Page 55 |
Page 56 |
Page 57 |
Page 58 |
Page 59 |
Page 60 |
Page 61 |
Page 62 |
Page 63 |
Page 64 |
Page 65 |
Page 66 |
Page 67 |
Page 68 |
Page 69 |
Page 70 |
Page 71 |
Page 72 |
Page 73 |
Page 74 |
Page 75 |
Page 76 |
Page 77 |
Page 78 |
Page 79 |
Page 80
