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The Good Guide...

20 January 2025

2 min read

The Good Guide to Financial Planning 2025

Life happens - but if you’re ready for it, your finances will help rather than hinder your plans.

Ben Faulkner
Ben Faulkner,

Marketing Director

Who knows what the future holds? We are living in times of uncertainty, with an economic landscape that seems to keep changing before our eyes.

The last couple of years alone have thrown us a cost-of-living crisis, rising interest rates to combat runaway inflation, a change of government and a Budget that is likely to affect us all.

Despite this general unpredictability of life, having a semblance of a plan is a very good idea – and revisiting it regularly is equally as important.

Whichever stage of life you’re at, financial planning helps to pinpoint your financial goals, prioritise them and then map out the precise steps required to reach them.

We have collaborated with Good With Money to put together this guide to help you plan your financial blueprint for 2025 and beyond. Read the guide for tips on what to consider at your stage in life. Whether that’s planning for your family’s future, or your retirement.

Being more conscious about your money also means you can consider how it impacts the world around you. When you save, spend, and invest in the right places, you can make a positive difference to the planet’s future as well as your own.

» DOWNLOAD YOUR FREE GUIDE HERE

Taking control of your financial future

The new year brings fresh opportunities and is the perfect time to reassess your financial goals. Whether you’re planning for retirement, looking to grow your wealth, or want to understand your finances better, we’re here to help.

Don’t hesitate to contact us if you have any concerns about your current financial situation or wish to review it.

Please remember, this content is provided for information purposes only. Investment involves risk. Past performance is not a guarantee or indication of future results. Investment return and the principal value of an investment may go up or down and may result in the loss of the amount originally invested. All investors should seek professional advice prior to any investment decision, to determine the risks associated with the investment and its suitability.

Ben Faulkner

Ben Faulkner


Marketing Director

Ben joined EQ in 2015 and has over 20 years’ of experience across the pensions, financial technology and wealth management sectors. At EQ, he is responsible for developing, managing and implementing the marketing communications strategy. Outside of work, Ben’s two daughters keep him busy. He enjoys keeping fit, especially running and cycling along the Pilgrim’s Way.

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