Why get financial advice?
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Why get financial advice?

Why seek financial advice? After all, there’s nothing to stop you starting a pension or investing in an ISA yourself. You may discuss it with friends or family, or maybe you pay attention to the financial pages in the press. Why would you need a financial planner?

Finding a product that deals with a specific financial issue in isolation is not the best way to approach financial planning. The best financial advice arrives from a thorough review of your current financial position, your long-term financial goals, how you feel about investment risk, your tax position, and your available budget. Only then is it possible to understand and consider the options you have available.

This is where your financial planner, who is a highly qualified, financial expert, makes a real difference. By taking a purely objective view, with no preconceptions about you or your finances, your financial planner will use all his or her experience to help you achieve your financial goals.

Perhaps you’ve hesitated to seek financial advice because you’re worried about the cost. Like any professional advice, it isn’t free but expert financial advice will pay dividends by giving you the best possible chance of achieving your financial goals in the most tax-efficient way possible. You can find out more about fees in our terms of business.

The value of pensions and investments can fall as well as rise, you may get back less than you invested.

Tax treatment varies according to individual circumstance and is subject to change.

If you’re ready to take the next step towards securing your financial future, call us on 01244 621721.