7 episodes

We are family focused lifestyle financial planners. Our belief is that proper financial planning is the process of helping clients live the life they want to live! We also believe that if you don't give your money a purpose is disappears!!

Life talks and money walks! Mark Reynolds

    • Management

We are family focused lifestyle financial planners. Our belief is that proper financial planning is the process of helping clients live the life they want to live! We also believe that if you don't give your money a purpose is disappears!!

    Meetings - who doesn't want to come away with peace of mind?

    Meetings - who doesn't want to come away with peace of mind?

    If we could remove financial products from the conversation (at least initially) and not give into crystal ball gazing or making predictions, but engage in conversations that put the hopes, wants, and aspirations of the individual and their family right at the heart of the conversation wouldn't that be more helpful?

    • 3 min
    Tell me what you want, what you really really want!

    Tell me what you want, what you really really want!

    Mark explains Lifestyle Financial Planning.

    If you've any questions or comments feel free to contact us on 02837526923 or info@mreynoldsfs.co.uk.

    • 2 min
    Mark's tips for preparing to meet with a Financial Planner

    Mark's tips for preparing to meet with a Financial Planner

    Mark's Tips for preparing to meet with a Financial Planner.

    If you've any questions or comments feel free to contact us on 02837526923 or info@mreynoldsfs.co.uk.

    • 4 min
    Mark's thoughts on why you need a Plan!

    Mark's thoughts on why you need a Plan!

    Why do you need a plan? Tune in and hear Mark’s three reasons why.

    If you've any questions or comments feel free to contact us on 02837526923 or info@mreynoldsfs.co.uk.

    • 2 min
    Protect what you have for those you love!

    Protect what you have for those you love!

    We were inspired by our legal partners at Solidus and recently held a workshop (our first!) to discuss a few legal, financial, and practical steps you could take now during lockdown to protect your assets. These tips should make things a little easier for your family should something happen to you. See below for the link to the recording of the workshop, check it out, and if you've any questions feel free to contact us on 02837526923 or info@mreynoldsfs.co.uk.

    • 34 min
    The Difference between Financial Planning and Financial Advice

    The Difference between Financial Planning and Financial Advice

    We hope to address some questions around the difference between financial planning and financial advice.

    • 2 min

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