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.
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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.
We welcome any feedback on the site. This can be emailed to Beckie Williams or the marketing team directly. Thank you for your support.
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.
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)
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
In 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
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