Is a Financial Planner Worth the Money?
Financial planning isn’t only for the wealthy. Everyone has financial goals they wish to achieve. A financial planners job is to advise you and action strategies to make those goals a reality. The relative cost of a financial adviser varies depending on what it is you want – like anything, really. How you’re charged varies too: hourly rates, flat fees, fixed charges, percentage of investment. Regardless, what a financial adviser can do for you is worthy of the investment. You invest now, to give yourself the best opportunity to reap the rewards later.
How Do I Find the Right Financial Adviser for Me?
First and foremost, you need to find a financial adviser that suits your needs. Whether you’re looking for investment advice, retirement planning, or protection policies, look through their website, make sure they are authorised and regulated by recognised bodies, and get in touch with them for an initial meeting.
Nowadays, a lot can be achieved online. However, many still prefer face-to-face meeting, especially with such sensitive topics as finances. Our office, for instance, is located at Aztec West, a business park near Bradley Stoke and Patchway, in the north of Bristol, and is accessible by car as well as bus services. This makes it quite an easy place to get to, should you favour face-to-face meetings.
What Do I Need to Bring to the Free Consultation?
Our free consultation offers you the chance for us to get to know each other. For you to achieve your financial goals, you should want to work with us – and we believe creating a long-term relationship is essential to success. There’s no point in you being uncomfortable. Talking to us, meeting us – it’s important. As such, you need only bring yourself and your ambitions. No need for documents. This is about you.