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RBC Brewin Dolphin visit Luxury Coastal to discuss financial wellbeing

By February 8, 2023Meet the Member

Luxury Coastal love getting together as a team to learn new things so they hosted their first coffee morning with the wonderful Joseph Noble and Alex McLachlan from RBC Brewin Dolphin

The talk covered financial wellbeing and the simple steps we can take to reach financial goals.

There were plenty of actionable and simple takeaways that sparked lots of discussion over coffee and cake…

📈 It’s never too late to start, and it’s okay to start small

📈 Make a financial plan based on your personal life goals

📈 Clear expensive debts first

📈 Save before you spend

📈 And most importantly, talking about our finances isn’t as scary as we might think!

Thank you Joseph Noble and Alex McLachlan for taking the time to come and speak to us and to Rhi Bates for helping to organise the sessions.