What is financial planning?

It may sound like a cliché but we are only here once!

This fact underpins our whole attitude to delivering financial advice.  We want to help our clients get the very best return on life!

We help our clients to create a financial structure that supports the life they want to live. We do this by understanding where they are now, what they want to achieve and then use our skills, knowledge and experience to implement a financial plan that gets them there. We do this with as little risk and as little cost as possible.

However, the truth is that most clients don’t really need us. In fact nobody really needs a financial adviser. People’s lives will carry on without us.

So, why do our clients continue to pay us year on year?

Are we so clever that we can beat the stockmarket? Of course not, if we could do that we wouldn’t be here! (And just so you know, nobody can consistently beat the market)

Our clients pay us for a variety of reasons. For some it’s the comfort of knowing that their money is being carefully managed by a team of professionals.  For others it’s because we save them tax and show them ways of arranging their money which improves their lives or the lives of their loved ones.  Some clients pay us because we hold them accountable to what’s really important, make sure they take action and get them to think long term with some of their money.

However, this is the tip of the iceberg.  The real reason clients pay us is deeper than any of the above. The real reason clients pay us is because they understand that it is impossible to really enjoy life if you’re worrying about money.  Money worries are crippling, both physically and emotionally. And our service ensures that our clients don’t have to worry anymore.  And if they do worry (which is inevitable because we’re all human beings!) they have a trusted adviser to speak to. A trusted adviser who knows exactly what they want to achieve in life.  A trusted adviser who is independent and totally focused on helping them to achieve their goals.  A trusted adviser who has taken personal responsibility for their financial future.  A trusted adviser who acts with integrity, listens intently and has the highest standards of professional care.

That’s why clients work with us, not because they need to but because they want to and the reason they want to is because our financial planning service gives them the freedom to enjoy life to the full without the worry of financial uncertainty.

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