10 reasons why…
A financial adviser or mortgage adviser shouldn’t just be someone who you turn to once for help when you’ve got a big decision to make like buying a property, deciding when you want to retire, or investing your money. It should be someone who you feel comfortable picking up the phone to, to say what’s next? Having an ongoing relationship with an adviser means you can continue to improve your financial position and over time, build wealth.
Did you know, those who receive financial advice are on average £40,000 better off than those who don’t.
If you're ready to be more proactive with your money, take a look below at some of the reasons why our clients love working with us, and if you like the sound of what you hear, get in touch!
1. We make a pretty good cuppa – Talking about your finances to someone who you don’t know might seem a little strange at first. But with tea or coffee in hand, the conversation always flows better! Sit back, relax and talk us through your financial goals.
2. A chat costs nothing – We don’t charge for appointments so if you have any questions about your mortgage, pension, or anything else finance-related, simply book a discovery chat with an adviser. We can offer guidance to help you feel more confident about your next financial decision.
3. We take calls outside of normal working hours – We understand you might not be able to pop in for an appointment during your workday, so we’re happy to accommodate by offering our time in the evenings.
4. We'll even visit you at home if it's easier – If you don’t drive or it’s more convenient for us to come to you, that’s not a problem.
5. We have a sense of humour (where appropriate) – We’re not afraid to show you a bit of personality! We want clients to enjoy their experience when they visit The Money Partnership.
6. You choose our method of communication - Do you prefer holding a letter in your hands, or a quick Whatsapp message? We’re happy to communicate in whatever way you prefer.
7. We have a 100% 5* rating on Google! – We’re extremely proud of the high-quality service our advisers and supporting administrators provide. They make themselves available to clients when needed and truly go above and beyond to solve problems and exceed expectations.
8. We listen to your goals – We’re very good listeners and encourage clients to have a clear vision so that we can ensure every financial decision is aligned. Call us an accountability buddy, we offer opportunities like events and financial reviews where clients can check-in and get that bit of motivation they need to stay on track.
9. Our team is super friendly – Our lovely team of administrators are stationed in our lounge at The Money Partnership, ready to greet you with a smile. And our advisers offer jargon-free advice. We want to make it easy for you to understand what you can do to make your money work better for you.
10. Our door is always open – If you happen to be in the area, feel free to pop in for a cuppa. Whether you have one question or a long list, we’ll see if an adviser is available to help.
