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107 TIPS ACTIONS SUCCESSFUL FOR ACHIEVING BOTHBUSINESS OWNERS GROW THEIR FINANCIALTAKE ANDTOPERSONAL PERSONAL WELL-BEINGWEALTH


Introducing the authors

UNCERTAIN TIMES CALL FOR CERTAIN MEASURES You may be feeling a little uncertain about everything at the moment. That’s only natural. The good news is, when it comes to your personal and financial well-being, there’s plenty you can do to keep your mindset positive – and look to the future with renewed confidence.

Clinton Askew, CEO of award-winning financial planning firm Citywide Financial Partners and Penny Delve, a Transformational Coach with a passion for well-being, share their tips with us.

Penny Delve Transformational Coach Penny Delve is a Transformational Coach with a passion for well-being. Having worked in financial services for over 16 years she then qualified as a coach completing courses

Clinton Askew Chief Executive Officer at Citywide Financial Partners Clinton established Citywide Financial Partners in 2004 to provide a fresh, innovative approach to personal financial management for individuals, business

in health coaching, life coaching, positive psychology, mindfulness and hypnotherapy. Working with business owners, leaders and entrepreneurs who are time-poor and stressed, Penny creates the space to elevate them to the next level of their life.

owners and their families. He has built a specialism in financial advice and wealth management for those wanting to make the most of their future. Citywide recently came Highly Commended for the CISI Accredited Financial Planning Firm of the Year award for 2019.


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PENNY’S TIPS FOR PERSONAL WELL-BEING

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SET YOURSELF UP FOR SUCCESS Make your goals easy and achievable – small steps lead to the big transformations. Stick to a routine, create healthy boundaries and make time to move your body.

ACKNOWLEDGE YOUR EMOTIONS All feelings are valid. It’s good to recognise what you’re feeling and label it – is it anger, anxiety, stress or happiness and what’s triggered it? Stop trying to control your emotions and learn to accept them.

CREATE A POSITIVE MINDSET Write down 3 things that went well each day and celebrate them, no matter how small. Then imagine the best outcome for every scenario (not the worst) and make a note of all the things you’re grateful for.

BREATHE Calm your nervous system with slow, deep cycles of breath. This can be done when you’re driving, walking, or when you wake up in the night. Breathe in for 5 seconds, hold for 5 seconds, then breathe out for 5 seconds – and repeat.

EMBRACE CHANGE We need to embrace change to move forward – and remember that inspiration, innovation and opportunity often come from it. Use the energy that change brings to help you make positive choices and avoid procrastination.

FOCUS ON WHAT YOU CAN CONTROL Some things you can’t control so just let them go – instead, focus on what you can control, your attitude, kindness and grace. Turn off the news, limit social media and use your time to do things that leave you feeling uplifted and positive.

HOW YOU DO ONE THING IS HOW YOU DO EVERYTHING Make all your actions positive ones. It’s time to invest in your well-being and make it your number one priority. Everything else will follow….

Contact Penny to find out more and discover how coaching can impact your life: Email penny@pdjcoaching.com or go to pdjcoaching.com


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CLINTON’S TIPS FOR FINANCIAL WELL-BEING

1. 2. 3. 4. 5. 6. 7.

KNOW WHAT YOU HAVE If you feel in control of your finances, you’ll feel much calmer. Take stock of what you have – and what you need to keep going. Once you have a clear picture of your finances it’s easier to move forward with confidence.

HAVE A BUDGET It’s always a good idea to review your spending. Take a look at your outgoings to see if there’s anything you can cut back on. Could you save on utility bills, non-essentials, or perhaps the gym membership you never use?

STICK WITH YOUR GOALS The best place to start is with the end in mind. Whatever stage in life you’re at, it helps to take a longer-term view and then follow your financial plan – and if you haven’t got one yet, now is the perfect time.

HAVE A FINANCIAL CUSHION For uncertain times like these, it helps to have some short-term savings in place. Try to set aside 3-6 months of expenditure to help you weather any storm. It’s good for your finances, but also good for your own peace of mind.

BE AWARE OF SCAMS Fraudsters are becoming increasingly adept at tricking us into handing over our money and there’s been a big rise in scams during the COVID-19 crisis. So be extra careful when responding to emails or text messages – even if they look like they’re from official sources.

EXPECT THE UNEXPECTED - MAKE A WILL It’s so important to make sure you have a will in place – and perhaps even a health and welfare power of attorney set up. Once it’s done, you’ll know that should the worst happen, everything is in place for your loved ones.

GET SUPPORT There’s no need to feel like you have to handle everything alone. Seek advice, talk to a professional financial planner and put a firm plan in place for the future. Then you can relax and get on with enjoying life. Contact Clinton to find out more: Email theteam@citywidefinancial.co.uk or go to citywidefinancial.co.uk


W: citywidefinancial.co.uk W: citywidefinancial.co.uk E: E: theteam@citywidefinancial.co.uk theteam@citywidefinancial.co.uk T: T: 01372 01372 365950 365950 Citywide Financial Partners Limited. Registered office: Riverbridge House, Guildford Road, Leatherhead, Citywide Financial Partners Limited. Registered office: Riverbridge House, Guildford Road, Leatherhead, Surrey, KT22 9AD Surrey, KT22 9AD Registered number: 04868360 Citywide Financial Partners Limited is authorised and regulated by the Registered number: 04868360 Citywide Financial Partners Limited is authorised and regulated by the Financial Conduct Authority registered number: 231683 Financial Conduct Authority registered number: 231683 Risk Warning Risk Warning The value of investments and the income arising from them, can go down as well as up, and are not The value of investments and the income arising from them, can go down as well as up, and are not guaranteed, which means that an investor may not get back what they invested. Past performance is guaranteed, which means that an investor may not get back what they invested. Past performance is not necessarily not necessarilyaaguide guide to to future future performance. performance.

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