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Benefits of Financial Advice

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We know everyone is different, just like our beach huts here in Cromer, but here are 5 good reasons why you could benefit from seeking financial advice
1. Better potential investment returns

With over 7,000 investment funds in the UK alone, picking which ones to invest in and checking how they’re performing can be both confusing and time consuming. We’ve made investing easier for you by developing a range of model portfolios.


These help reduce the risk being taken with your money, by spreading it across a range of different countries and assets which match your agreed level of risk. As you’d expect, our Investment Committee have many years of experience in spotting market trends and meet regularly to review the performance of each portfolio and ‘fine tune’ them as and when needed. 

We also offer a range of other bespoke investment solutions, based on our ethos of selecting quality funds and fund managers, together with solutions offered by Discretionary Fund Managers.

2. Peace of Mind

We know this means something different to everybody, so, for some it could mean the peace of mind that comes from knowing your loved ones won’t suffer financially if you’re unable to work for a while, or even should the worst happen.


For others it could simply come from knowing their money’s invested in the best possible way to help them achieve their goals. 

3. To ensure financial goals are met

Whether it’s your own retirement, or future expenses such as a child’s school fees or the cost of a wedding, we’ll help you invest your money in a way which aims to give you the best possible chance of achieving your goals. 

4. Help with the administration of financial affairs

We’ll deal with any administration your plan provider might need so you don’t have to, saving you precious time and hassle.

5. Access to the Markets

Once we’ve discussed and prioritised your needs with you, we can then search the whole of the market to find the best product(s) and provider(s) to meet these. We’ll then explain in clear terms why we’re recommending these as being the best-suited for you.

So, please do bear in mind that quality financial advice could be one of the best investments you ever make.
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