The Value of Planning
Evidence suggests that those who take financial advice are more likely to accumulate greater financial and pension wealth, have a higher probability of saving and investing in equity assets, and receive higher income in retirement.
Furthermore, fostering an ongoing relationship with an Independent Financial Adviser leads to even better financial outcomes. A report published by The International Longevity Centre UK (ILC) in 2017 found that those who had received ongoing advice had nearly 50% higher average pension wealth than those only advised at the start.
Our journey, or expedition begins as we get to know you and understand your unique, personal circumstances. The service we offer is bespoke and our long-term, holistic approach to wealth management will take into account your investment horizon, risk tolerance, family situation and how actively you wish to get involved.
So whether you’re assessing your corporate wealth, planning for your retirement or adjusting to newly received family assets, our personalised approach will make sure that we understand your wider ambitions and objectives for your wealth. We will work with you, seeing you on a regular basis to help you make progress towards these goals.
For more information or to book your first meeting, please contact us today.