Benefits of Financial Advice
A recent survey has identified the top 5 reasons why people seek 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 our clients by offering a range of model portfolios.
These help reduce the risk being taken with their money, by spreading it across a range of different countries and assets which match their 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 performance.
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 their wedding, we’ll make sure your money’s invested in a way which gives you the best possible chance of providing what you need for the future.
4. Help with the administration of financial affairs
We’ll deal with any administration your product providers may 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.