the value of financial advice

For most things in life if you can do something yourself why pay for it? Well, when it comes to your finances, making big financial decisions without seeking professional advice is not worth the risk. We understand you may not see the value in financial advice (yet) but believe us, it will help you build a better relationship with money and help you learn ways to you make your money work harder.

“According to the Financial Ombudsman, obtaining financial advice can leave non-affluent savers around £50,000 richer over 10 years.”

From this you can see that financial advice isn’t just for the wealthy. In fact, those with a lower income benefit even more so. You can also see that financial planning is a long game; becoming financially free overnight isn’t realistic. However, having an advisor to hold you accountable for your money habits is, which as you can see from the example above, makes a huge difference over 10 years.

To see value in a financial advisor, you need to have the motivation to improve your financial position. Some people are comfortable earning what they earn, spending sensibly and saving some. Others want to achieve a certain lifestyle; in which case they would see the benefit of financial advice; investing a little and planning ahead.

Remember this isn’t about having one meeting and being pointed in the right direction, it’s about developing a relationship with a trusted advisor who you can turn to for ongoing support guidance.

If you would like a no-obligation review of your circumstances to gain and understanding of where you could improve your finances, we’re here when you are ready.