Life is busy and 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.
We also 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 thought processes, without stopping to think through what we are doing and whether there could be a better option available.
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 investments and wealth planning could mean the life you want to lead – in the short term and in the future – is far more easily achieved, and may even exceed your expectations.
But that requires you to spend time on your finances – whether planning for your retirement, helping your family or leaving a legacy. Even if you are confident you will make that time, it’s often not right now!
As I highlight in my article ‘Is it worth investing in financial knowledge‘, it’s worth noting that many of us find it a difficult topic to delve into as finance wasn’t a subject taught at school and we don’t generally talk about money. So how are you supposed to understand the complexities?
This reluctancy is also backed up by science given we, as humans, are pre-programmed to avoid thinking too much. Daniel Kahneman, the economist and psychologist, aptly stated: “Thinking is to humans as swimming is to cats; they can do it but they’d prefer not to.”
However, we as a company want to help you understand more about the financial options open to you and make it easy for you to start the thought process. So, we have invested the time to create and publish articles, case studies, videos and updates on numerous topics.
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We hope you find the articles on our website interesting and insightful. But if there is any topic you would like one of our experts to cover, or would like to speak to one of the team, get in touch using the form below.
Today could be the start of your new financial future.
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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.
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.
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.
Executive Head of Client Proposition
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.
+44 (0)1624 645101
“An investment in knowledge pays the best interest” Benjamin Franklin (1706 – 1790)
Read moreLife is busy and 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
Read moreIn response to the coronavirus pandemic, Beckie Williams, head of client proposition, outlines the measures we have taken as a business, and how we are ensuring that there is minimal disruption to our client services so we can continue to support you and your family in these unprecedented times
Read moreIf 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.
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