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Guide: Financial wellbeing: 6 ways to help you make better financial decisions

Writer's picture: Gary LumbGary Lumb

Humans are hard-wired to make poor financial decisions. It’s just in our DNA.

Financial wellbeing is a broad topic, covering all aspects of the relationship between money and our long-term happiness. It covers a wide variety of subjects, including how to manage money better, and how to use money to generate wellbeing.

In some ways, financial wellbeing is about getting out of the bad habits we have acquired by linking money with success.

If you want to improve how you make financial decisions, this guide covers six steps to take:

  1. Understanding why you are bad with money

  2. Understand the sources of wellbeing

  3. Identify your objectives

  4. Don’t be a financial wellbeing junkie

  5. Connect with your future self

  6. How to give.

If you have any questions about your financial plan and how to improve your wellbeing, please contact us.


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Yorkshire Rose Financial Planning Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. Yorkshire Rose Financial Planning Ltd is entered on the FS Register (https://register.fca.org.uk/s/) under reference 778188 and registered with Companies House England and Wales No. 10708121.

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