z-kolkiemz-kolkiem

An invitation to discover more about your finances

We want to help individuals understand the financial options open to them. Beckie Williams explains why we regularly post educational articles and insights.
Share on facebook
Share on linkedin
Share on twitter
Share on email
Published 16 June
1 min

Life is busy and so we tend to focus on what is right in front of us now rather than what we might be doing in 5, 10 or 20 years’ time. Life is also unpredictable and so why would be make decisions about an event that may never come to pass?

The reality is that we make financial decisions on a weekly or monthly basis without any overarching strategy in place. As individuals we are limited by our own experiences and it is human nature to repeat the same habits and the same thought processes.

 

This is unfortunate as these behaviours can have a significant impact on our finances over time.

Whatever your situation, goals and aspirations in life, a thoughtful approach to wealth planning, investment management, as well as general money management, could mean the life you want to lead is far more easily achieved.

 

That does require you to spend time on your finances – whether planning for your retirement, helping your family or leaving a legacy – and you know you will make that time… just not now!

We want to help you understand more about the financial options open to you and, as such, regularly post articles on topics we hope you find of interest – and more articles will follow.

 

As I highlight in my article ‘Is it worth investing in financial knowledge‘, finance wasn’t a subject taught at school and given we don’t generally talk about money, how are you supposed to understand the complexity? And that’s if you can get past the jargon.

We hope that you find the articles on our website interesting and insightful. Please get in touch with me via email if you have any feedback on the site, or if there is a topic you’d like one of our experts to cover.

 

Thank you.

Clients of Nedbank Private Wealth can get in touch with their private banker directly to understand how we can help them manage more of their wealth, or call +44 (0)1624 645000 to speak to our client services team.

We welcome any feedback on the site. This can be emailed to Beckie Williams or the marketing team directly.

To find out more about Nedbank Private Wealth’s services, please call our client services team on +44 (0)1624 645000. Available from 8am to 8pm (UK time), Monday to Friday, except for UK public holidays, they are available to answer any of your questions. Or you can get in touch using the links to the forms towards the end of this page.

about the author

Beckie Williams

Beckie Williams

Beckie is responsible for managing and developing Nedbank Private Wealth’s product and service proposition across our full suite of wealth planning advice, investment management, banking, and online and digital services. She also has responsibility for our marketing and business assurance teams.

 

Beckie has more than 30 years’ client-facing experience in the banking industry, both in the UK and the Isle of Man. Prior to taking up her client proposition role, Beckie managed our Isle of Man-based private banking team, responsible for delivering excellent service and advice to a range of private clients, corporate trustees and intermediaries.

 

Beckie is a Chartered Fellow of the Chartered Institute for Securities & Investment.

Access more of our insights

Money management

Webinar invite: what’s in the 2021 UK Autumn Budget?

21 Oct

   |   45 mins (incl Q&A)

Join John Williams and Andrew Robins on 28 October at 12.30pm UK time as they flag the announcements from Rishi Sunak’s 2021 Autumn Budget, and discuss what they mean for UK tax payers and their families.

Retirement planning

Decumulation matters for retirees

30 Sep

   |   7 mins

As the number of people and timelines in retirement grows, how can we ensure that the funds we have accumulated in investments, pensions and savings will cover us to the end of our days in decumulation, even if we won’t give up work?

Money management

Reduce the stress of travel in 2021

3 Aug

   |   3 mins

Catch up on our six tips for a stress free trip abroad this summer.

Money management

Will we see UK tax changes in the autumn?

30 Jul

   |   7 mins

John Williams, head of wealth planning, highlights what potential UK tax changes we might see in the coming months as the chancellor of the exchequer seeks to increase tax revenue.

Get in touch

If you are interested in becoming a client, please complete the form via the ‘become a client’ button below. Alternatively, if you are already a client, or if you have a question about how we help clients in particular circumstances, please use the ‘contact us’ button.


We will get back to you as soon as we can during office hours, which are Monday to Friday, 8am to 8pm (UK time), except for UK public holidays.

Become a Client

Thank you for your interest in Nedbank Private Wealth. Please call us on +44 (0)1624 645000 or complete the requested information and one of our team will get back to you soon. We look forward to speaking with you.  Please note: If you are an EU resident, we are unfortunately unable to offer our services to you at present.

* Required fields

Contact Us

Please call us today on +44 (0)1624 645000. Our office hours are weekdays from 8am to 8pm (UK time), except for UK public holidays.

 

Or please complete and submit the below form and one of the team will get back to you as requested.

* Required fields

Search suggestions