A word from the office - August edition
Start with a Goal!
Quayside’s goal of raising £10,000 for The Pied Piper in 2025 is ever closer after our Big Summer Bash. Setting goals is one of the smartest things you can do when it comes to managing your money. With the cost of living rising, pensions changing, and inflation eating into savings, having a clear plan helps you stay focused and in control.
Whether it’s saving for a house, paying off debt, or planning for retirement, goals give you direction and motivation. They help you make better spending and investment choices, reduce financial stress, and give you a real sense of progress. Plus, as life changes, reviewing and adjusting your goals means you can stay flexible and keep moving forward.
Monthly Headline
5 Tips for Setting Great Financial Goals:
- Be Clear and Specific: Don’t just say “save money”—aim for something like “save £10,000 for a deposit in 5 years.”
- Be Realistic: Know your limits and set goals you can actually reach.
- Prioritise What Matters: Focus your energy on the most important goals first.
- Set a Timeline: Break goals into short (under a year), medium (1–5 years), and long term (5+ years).
- Check In and Adjust: Life happens. Review your goals regularly and tweak them when needed.
Top Tip:
Set a goal that works for you and just get going. It doesn’t have to be perfect—what matters is making a start and sticking with it. You can always adjust as you go.
Further Insights
If you’re interested in reading further, we also have more useful information on our website which can be found here.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Upcoming Events
Many charity events being completed by the team, a sky dive a river swim and a hike.
Check out our fundraising page for more information.
Charity News
Let’s do this!! It’s official, we’re going to try and raise £10,000 for the @piedpiperappeal by doing some crazy challenges around the magic number 10,000. We need your support, whether it’s a 10k run, a skydive or something even crazier, we won’t achieve it without your generosity so please keep your eyes on social media as together we can make a difference.
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Although the content of the article was correct at the time of writing, the accuracy of the information should not be relied upon, as it may have been subject to subsequent tax, legislative or event changes.
