Don Wernham

Financial Planner @Simple Solutions Financial Planning

Warrington, GB

I look after peoples money. What does that mean though, because so do a lot of other firms? Well, on our website we use a slogan it says \'Grow your wealth, Protect your wealth, Enjoy your wealth\' and this says everything in my opinion. You cannot grow your wealth by putting it in the bank, because it will not grow. So you have to take some risk, and this is very much dependent on you. But the good news is that I will help you arrive at this, by having an in-depth discussion, and asking a series of questions. What is investment risk, and how much do you want to take? Once we have started the process of wealth creation then it is important to put steps into place not to lose it. You don;t want your financial planning to be like a game of snakes and ladders and you landing on that snake at box 97 to find you have gone back to square 5 do you? And finally, there is enjoyment of wealth. Probably as important as both the other two put together. You may find this hard to believe, but I encourage a lot of my clients to spend their money as well as save it. This is because we are here in this world just once, life is not a rehearsal. You need to enjoy what it is that you have created. And if that means people take their money away from me to go and buy a house on the Algarve, then so be it. That is what money is for, enjoyment!