Alice Haine, personal finance analyst at Bestinvest by Evelyn Partners, the online investment platform, says: “Just as a new couple will want to ascertain early on in a relationship whether they have similar values, aspirations and life goals, such as getting married or starting a family, making sure you see eye-to-eye on finances is also imperative.”.
The money conversations to have while on a date or in a longer-term relationship Finance may not be the first thing on couple’s minds when entering romantic relationships, but a partner is often the first person we go to for help with money concerns.
“The compulsive spender with lots of credit cards may want to learn about budgeting and learning to live within their means, while the obsessive saver can learn to relax a little and live a little bit more in the moment rather than solely focusing on the future,” says Haine.
Haine says it’s important not to go overboard, adding: “Quizzing a date on their net worth, income level, credit score, investment strategy or five-year career plan during your first meeting is not the way to go about it.
Partners are more likely than parents (23%), banks (18%) friends (12%), charities (9%), other family members (8%), other financial providers (4%) or employers (4%) to be a first port of call for adults in a tricky debt situation, the Opinium Research survey of 2,000 people across the UK indicates.
