Well, what a year 2020 was. I’m sure none of us could have predicted the way it unfolded. Plans changed, we adapted and now it’s over. Although many of us had a very different work pattern last year, I’m quite sure the majority still took some time off over the festive period.

And time away from work often lends itself to reflection, to thinking about the highs and lows of the year. Focussing on the things we are grateful for and the positive impact we’ve had on others, is a great way to see past the inevitable negatives, particularly last year. What positives can you build on this year?

Reflection often leads to planning. This is a good thing. What do you want to change in 2021? How do you want your life to change? Will you focus on your health, improving your most important relationships, your work patterns or perhaps improving a skill or acquiring a new one. Whatever your plans, they are likely to have a financial aspect to them.

A good financial planner can help you to think about all aspects of your life, help you explore goals, develop a plan of action and feed that into a financial plan. This process can give you greater confidence in the decisions you will take in the New Year, as you have acquired invaluable context, from a detailed planning process.

If you’d like to start 2021 in a positive way, get in touch and one of our advisers can help you take stock of what you have and build a financial plan to help you achieve your goals, next year and well beyond.


By Con Lillis, CEO