New World - Financial Planning

Director, Lisa Tipton, had a fabulous day representing New World on a panel of experts at the FT Adviser Financial Advice Forum in London today.

Lisa discussed how best to maximise the adviser - paraplanner relationship, something that's very close to our hearts at New World.

Join us for a special POWWOW Morning, sponsored by ! 🌟 at Teesside Uni Student Union

This month, we’re welcoming POW ambassadors, 9-10 year olds from regional schools!

Register via the link bio 🔗

Time is running out to book a slot on our female focused webinar tomorrow! ⏳

Presented by our Director and Chartered Financial Planner Lisa Tipton FPFS, we'll be looking at:

➡ The financial wellbeing wheel and understanding the core elements of personal finances
➡Our top tips for improving your financial situation
➡How to get started with planning your financial future

The presentation is designed to help you gain confidence in your financial situation and put you in control of your financial future. 💪

You can book your place here:
https://www.eventbrite.co.uk/e/unlocking-financial-freedom-building-your-path-to-strength-tickets-859342876677?aff=oddtdtcreator

Last chance to sign up for a free financial health check!

Join Chartered Financial Planners Simon Warne and Lisa Tipton for a free online consultation this Thursday:

📅 Thursday 18th January
🕛 Appointments available 12:30 - 16:30

Book your appointment and start your journey to financial confidence below:

[email protected]/bookings/s/bb8WEx33g0usFPvnnlFgfw2" rel="ugc" target="_blank">https://outlook.office365.com/owa/calendar/[email protected]/bookings/s/bb8WEx33g0usFPvnnlFgfw2

Remember our financial wellbeing wheel?

It's a simple tool designed to help explain the key elements of personal finances. 💡

Over the coming weeks, we'll be delving a little deeper into each category.

Watch this space 👀

𝗙𝗲𝗲𝗹 𝗺𝗼𝗿𝗲 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝗶𝘁𝘂𝗮𝘁𝗶𝗼𝗻!

In our latest blog we look at some of our top tips for planning your personal finances 💡

These include ...

👉Understanding your budget
👉Preparing for all eventualities
👉 Making sure you have an emergency fund in place

Click here to read in full: https://medium.com//our-top-tips-for-starting-to-plan-your-finances-bdea58d51cd1

Do you want to feel more in control of your finances? 💴

As part of our commitment to helping as many people as possible start planning for a better financial future, we're offering access to free online financial health checks this January.

You'll get to speak to a Chartered Financial Planner and ask any questions you may have on your personal finances.

📅 Thursday 18th January
🕛 Appointments available 12:30 - 16:30
☎️ 0330 005 0028
💌 [email protected]

You can book a slot from the link below:

[email protected]/bookings/s/bb8WEx33g0usFPvnnlFgfw2" rel="ugc" target="_blank">https://outlook.office365.com/owa/calendar/[email protected]/bookings/s/bb8WEx33g0usFPvnnlFgfw2

It's time for Simon's market minute again! 📈

As another year has come to a close, Simon Warne APFS talks about inflation, markets and some much needed positivity to finish the year. 🌟

Click the link in the comments below for the full recap of the major economic talking points in December.

☎️ 0330 005 0028
💌 [email protected]

Congratulations Simon! 🎉

A huge well done to Chartered Financial Planner, Simon Warne, who has qualified for VouchedFor's Top Rated Adviser Guide for the second year in a row.

We'll look forward to reading more when the guide is distributed in The Times, The Telegraph and The Mail in March.

Our festive opening hours 🎅

Team New World will be taking a well earned Christmas break over the festive period.

Our office will close at 1pm on Friday, December 22nd.

We look forward to catching up with you once more when we reopen for business at 9am on January 2nd.

Merry Christmas to all of our followers 🎄

There's a couple of myths about financial planning that we'd like to break! 💣

👉 Financial planning is only for the wealthy

Whilst this may have been true in the past, our subscription financial planning service and workplace wellbeing solutions are breaking down barriers and making financial planning more accessible than ever before. 💫

👉 I'm too young for financial planning

The sooner you start planning for your future the better. Starting early increases the chances of achieving your financial goals and opens up your options. 🚀

Take a look at our website to find out how New World can help you:

💻 https://www.newworldfg.com/