July 21, 2020
Financial Wellness

Two-thirds of American workers live paycheck to paycheck, and 63% don’t have enough in their emergency fund to cover a $500 expense. That means most of your employees may be just one car repair or household disaster away from debt. But what if everyone could feel financially secure? You can inspire workers to achieve financial wellness. When they feel financially secure, employees are more engaged and productive, and organizations can make the most of their investment in their people. That’s the power of The Wellness Effect. But when it comes to helping workers plan their financial future, too often basic human behaviors get in the way.

Many people underestimate how long they’ll live, put off financial planning, or believe “it won’t happen to me.” You can help inspire workers to shift these bad behaviors, so they can rise to the financial challenges they face. The keys are deepening their understanding of their financial lives, providing the right tools and offering ongoing motivation. The solution is to deliver these through an insight-driven, holistic experience that makes a real difference in their financial wellness – and is easy for you to implement.

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Financial Wellness
July 21, 2020
Positive Solutions

In order to provide the highest standards of financial advice to my clients, I choose to work in partnership with Positive Solutions.

Working within Positive Solutions allows me to use my local expertise, while benefiting from the support that comes from being part of a national organisation.

Positive Solutions opened its doors for business in 1997 and is one of the UK’s leading financial advice firms. Founded on the vision that too many consumers weren’t receiving the financial service or level of choice they deserved, it grew rapidly by teaming up with like-minded finance professionals who wanted to be part of a progressive company and only provide the highest standards of advice.

This ongoing success story, and a shared belief in delivering great customer solutions, led to Positive Solutions being acquired by Intrinsic Financial Services in 2013. Intrinsic, part of Quilter, is one of the leading distributors of financial advice services in the UK with more than 3,300 advisers looking after the interests of customers nationwide.

You also enjoy the reassurance that comes from knowing I abide by the
Positive Solutions client charter:


 I aim to provide a fully comprehensive service to all of my clients
 I am confident that i will deliver a high-quality service that will be among the best in the financial services industry
 I continually strive to improve my professionalism through personal development
 I follow the principles of treating customers fairly set out by the Financial Conduct Authority
 If any material interest or conflict of interest should arise in business that I am arranging for you, i will let you know and ask for your consent before I carry out your instructions
 My processes and procedures follow the guidelines as laid down by Positive Solutions which is authorised and regulated by the Financial Conduct Authority
 I like to treat my clients as I would expect to be treated. I like to hear how I’ve performed so please feel free to let me know
 If you are ever dissatisfied with the service you’ve received I will do my best to put it right.

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Positive Solutions
July 21, 2020
Financial Services Offered

Where I can help you

Your financial situation is unique and so are my services. The approach I take is simple:

  • I find out all about you
  • I understand your goals
  • I get to know your appetite for risk

I then use all the tools and expert knowledge at my disposal to offer you relevant solutions.

Only then can you make an informed choice.

My services are comprehensive too, which means I can offer professional advice across each of the stages of your financial life.

The stages of your financial life where I can help:

  • Protecting wealth – protecting you and your family’s standard of living against the unexpected
  • Property wealth – ensuring the best arrangements for your home, second home or buy-to-let properties
  • Managing wealth – making the most of tax-efficient investment opportunities so that money is available when you want to spend it
  • Creating wealth – ensuring you maximise your standard of living for when you do not want to work so hard
  • Business wealth – helping small and medium-sized enterprises to grow and become more profitable
  • Preserving wealth – preserving the value of your estate for the benefit of your family
  • Retaining wealth – retaining more of your hard-earned money legally and ethically

THE VALUE OF PENSIONS AND INVESTMENTS CAN FALL AS WELL AS RISE AND YOU CAN GET BACK LESS THAN YOU INVESTED

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

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Services
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Matthew J. Lopez

Address:
Pensacola, FL 32501
Phone:
850-610-8360
Email:
talk@greenmedicine.net

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