Source: The Guardian UK Debt Crisis, Bank of England September 2017
The CIPD believes that helping people to navigate their financial well-being means that financial concerns are kept to a minimum and employees can focus on the work that brings them personal fulfilment. Alongside a physical well-being strategy. They have laid down seven key initiatives to meet this, one of which is financial education.
The presentation is based on the 5-Steps Warren covers in his bestselling book “The Money Plan”, which in summary are;
Step 1 – Know what it is you want; how to clarify your outcome.
Step 2 – Get financially well organised; from personal banking, to children’s pocket money.
Step 3 – Review your financial foundations and have a plan; 3 essential points, 5 optional.
Step 4 – Repay your unsecured debt fast; using the snowball effect.
Step 5 – Investment; how to intelligently secure your retirement income.
At present, we are offering this inspirational and engaging presentation at no cost. This is because Warren is passionate about promoting better financial organisation throughout the UK, so that people can learn the basics of good money management without needing a financial advisor.
However in order to benefit from this Warren requires a minimum number of attendees of 20, and it must be optional to attend.
"We recently invited Warren to speak to our London office team about financial planning as part of the company’s efforts to encourage people to appreciate how valuable good financial planning can be, in their own lives. Even though we are an investment firm, not everyone here is as engaged with their personal finances as they could be and Warren’s simple approach to the basics, and engaging presentation style has inspired many people to examine their situation and take action."
David Jones, Head of Financial Advisor Services EMEA, Vice President at Dimensional Fund Advisors
"Warren gave an engaging and interesting presentation to Yes Group Cardiff on his 5-Step Money Plan process, I really liked the way he spent time to engage with the group, and linked
the practical, logical steps of finance with the psychology of beliefs about money - I highly recommend him and I am looking forward to reading his book The Money Plan."
Ken Abram, Chairman of Yes Group Cardiff
"Warren is a Chartered Financial Planner with a unique skill set of communicating complex matters clearly. He recently held a pensions seminal at Barclays Bank which we are very happy with and was well recieved by those attending. I would happily arrange more of these types of seminars with Warren as our expert"
Aaron Fitzpatrick, Barclays Bank Plc
"I’m confident that his recommendations to clients are based on thorough needs analyses linked to lifelong cash flow requirements and his clients’ interests are always uppermost."
Paul Etheridge MBE TD JP MBA CFP, Founder of the Institute of Financial Planning
"In The Money Plan, Warren Shute has laid out a step by step guide to achieving financial mastery. No matter what stage you are at in your personal finance journey, this book will
help you take the next step, and then the one after that, until your financial future is secured. Read, digest and act - your future self will thank you for it."
Pete Matthew - Chartered Financial Planner, Founder of the MeaningfulMoney Podcast
Warren has presented at corporate events including:
To arrange a presentation with Warren please visit click the button below below and complete the form.
Alternatively you can contact warren at warren@warrenshute or 07834 706 287 to talk about presenting options.