My Clients

It is fair to say that when it comes to financial planning, no two clients are the same. Typically, when someone is looking for advice, it is because they are looking for help with a particular challenge whether it be saving for a particular event like helping a loved one onto the property ladder, consolidation of existing pensions or something a bit quirkier like buying the commercial property their business operates from with their current pension provisions.

The main questions that are usually asked by prospective clients are:

• When can I afford to retire?
• How much money do I need?
• How much will I spend in retirement?
• Should I buy an annuity?
• What am I going to do in retirement?

The key part of the advice process is getting into what exactly it is you want out of your money and what it is you want it to do for you. To benefit from the services of an adviser you don’t have to have a high net worth; you just have to find an adviser that is suited to your particular situation. You can also choose to work with a financial adviser at any age and any point in life.

Taking professional advice is a highly personal decision and one that will vary person to person, but any time you’re feeling overwhelmed, confused, stressed out, or worried by your financial situation may be a good time to look for a financial adviser.

On the other side of the coin, advice can be just as invaluable even if you’re feeling financially secure but just want someone to ensure that you’re on the right track. An adviser can suggest possible improvements to your financial plan that might help you achieve your goals more effectively.