The type of people we work with vary but they all have one thing in common; they appreciate and value the benefits of professional advice.
The type of people we all work with vary but they have one thing in common; they appreciate and value the benefits of professional advice. They are often successful professionals or business owners, although they probably wouldn’t refer to themselves as being successful. But they’ve worked hard to get where they are and want to know their investments are doing the best they can. So they are looking for guidance and advice that helps them live the life they want, without the fear of running out of money.
Most clients have reached a life stage that is raising some important financial questions, such as:
- will I have enough to retire?
- how do I reduce my inheritance tax bill?
- how can I build personal wealth as I build my business?
- what is the best way to pass money on to my grandchildren?
Whatever the question or uncertainty, the firms within the group believe financial planning should enable you to make decisions from a position of knowledge and understanding. They work alongside you to help you see the bigger picture. That way, you can be confident that any decisions made are aligned with your lifestyle and future goals.
It’s fair to say that we all gain most of our new clients from referrals but increasingly, we have seen interest from those searching online who recognise the value that comes from proper financial planning rather than the traditional approach of transactional advice and product sales. It means we each focus on helping people to achieve financial peace of mind and seems to be what ensures our client relationships are for the longer term.