the truth about financial advisors

You will have seen that one of our TMP values is the ultimate truth. We’re honest with our clients about whether we can help them, whether their goals are achievable and what potential we see for them.

So, we decided to write this blog to tell you more about financial advisors and the truth about who we are.

Price

Like solicitors, when some people hear “Financial Advisor”, they think they don’t need our help anymore because they can’t afford it. But in actual fact, all of our consultations and advice is free. We want to point you in the right direction to make your money work better for you. If you then require our service, yes we do charge just like any other business, but it’s probably not as much as you think, and we promise to be very clear and upfront with exactly what you will pay before you commit.

Product

Let’s talk about financial products – mortgages, pensions, investments and protection. You might have heard a broker say they can get you the best deal, cheaper than anyone else out there. Well… they can’t. We all (if independent and whole of market) have access to the same lenders and the same products. This makes for a pretty standard transaction.

Service

What makes brokers/advisors different from one another is their service – how they communicate with you, how they make you feel and how well they deliver.

This is why, at The Money Partnership we are always enhancing our service. We regularly check-in with our clients, our door is always open and our processes are so efficient that client cases are dealt with swiftly.

People

We’re real people. I might be a financial advisor, but I’m also Geraint, a husband, father, a friend. I understand that talking about money can make you feel uncomfortable, especially to someone who you don’t know. Wouldn’t it be great if you could always talk to one person who will always be there for you and offer you financial support when you need it? For our clients…I do.

Our service is ongoing, I’m here to listen, offer advice and help you achieve whatever financial goal you may have.

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