The IFW helps the financial advice,planning & coaching community to improve their client’s financial wellbeing by helping them become happier not just wealthier
Joined December 2019
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Success can't be measured by portfolio values alone.
Confidence. Choice. Peace of mind.
These matter too.
That's why more planners are rethinking what great financial planning looks like.
#FinancialWellbeing
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Sometimes the best outcome of financial planning isn’t a bigger number.
It’s a client sleeping better at night.
Question for planners: when did you realise a client’s real concern wasn’t money itself, but what the money represented emotionally?
#FinancialWellbeing
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One of the biggest things financial planning gives people isn’t better returns.
It’s the relief of finally knowing where they stand.
Sometimes clarity reduces more stress than any spreadsheet ever could.
What financial worry do clients carry most before asking for help?
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More wealth doesn’t always mean more wellbeing.
Money matters. But how people experience their lives matters too.
As planners, are we helping clients grow wealth… or helping them build lives they actually want to live? 👇
#FinancialWellbeing #FinancialPlanning #LifePlanning
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When planning focuses on wellbeing, not just wealth…
Clients engage more.
Decisions feel clearer.
Trust builds naturally.
And the work? It starts to feel meaningful again.
Are your conversations about money… or what money is for?
#FinancialWellbeing #FinancialPlanning
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Introducing Charles Goodman.
Charlie works at the intersection of employers, benefits, and real-life wellbeing. Not what's on paper - how it's actually experienced.
Because workplace wellbeing isn't about ticking boxes. It's about whether people feel in control.
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Wellbeing gets added on a lot. A values question here, a lifestyle chat there. But the plan stays the same.
That's the gap.
Wellbeing isn't a layer on top of advice. It's the reason advice exists.
Is it driving your work, or
sitting in the background?👇
#FinancialWellbeing
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Most people think financial wellbeing is measured.
It isn’t. It’s felt. 🧠
When it’s missing, money gets loud.
When it’s there, money goes quiet.
That’s when planning really works. 🌿
When have you seen that shift in a client?
#FinancialWellbeing #FinancialPlanning
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Introducing Hiren Panchal, Vice Chair at the Institute for Financial Wellbeing.
Money isn’t just practical.
It’s emotional. Behavioural. Personal.
And when we understand that, everything changes.
#FinancialWellbeing #FinancialPlanning #AdviceProfession #Wellbeing
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Most planning conversations sound productive.
But do they change how someone feels about their life? 🤔
What actually makes that shift happen… but never shows up in the plan? 👇
#FinancialWellbeing #FinancialPlanning #ClientConversations
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Martin Ruskin, Chair of IFW.
Decades in planning. A clear belief: this work should be a force for good.
Not just about wealth - but confidence, clarity and peace of mind.
That’s the standard we’re building.
#FinancialWellbeing #FinancialPlanning
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Relief doesn’t come at the end.
It comes when things finally make sense.
Clarity. Being heard. A path forward.
That’s what good planning really delivers.
#FinancialWellbeing #FinancialPlanning
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When wellbeing leads, clients stop performing and start being honest.
Better conversations.
Aligned decisions.
Real confidence.
Less directing.
More working together.
That’s where financial planning does its best work.
#FinancialWellbeing #FinancialPlanning
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If financial wellbeing matters to you, you belong here.
The Institute for Financial Wellbeing is back with a clearer purpose and bigger plans for 2026.
More insight. More research. More honest conversations about what money is really for.
Join us 👇
nextgenplanners.mn.co/spaces…
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Next Monday, 12pm.
Money: Mindshift - Human-Centric Advice
with Dr. Tom Mathar (Aegon).
What are clients really looking for from financial advice?
Join the conversation 👇
us02web.zoom.us/webinar/regi…
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The Institute for Financial Wellbeing is back ✨
Because financial planning isn’t just about returns.
It’s about confidence, choices and sleeping at night.
2026: building a bigger, better conversation.
#FinancialWellbeing #FinancialPlanning #FinancialAdvice
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Today we welcome Rohan Sivajoti to the IFW as the new CEO and Martin Ruskin as Chair of the Board.
We've been quiet for a while, that will change in 2026.
Eyes peeled. Incoming.
For now though; back to the mince pies, and wishing you all a wonderful festive period 🎅🏽
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We're delighted to announce our new Partner member - @BareRock_PII - Professional Indemnity Insurance providers.
ifamagazine.com/innovative-p…
#financialwellbeing #insurance
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Today's #WednesdayWisdom - a timely reminder especially as we're heading towards the end of the year and a time when we're all feeling a little more fatigued.
#financialwellbeing #healthiswealth
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Our first 2025 Wellbeing Cafe offers some fresh ideas from 1-2pm on Tues 14th Jan, when
@Wealth_Adviser hosts Jess Best of McLaren Capital. Jess will present ‘How to address the gender #pension gap.’ Non-member? Come free once, then join! Book here theifw.kartra.com/calendar/W…
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