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The value of adviceinfo@perennialwealth.co.uk2024-05-24T13:08:28+00:00

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How you can benefit

A 2017 report by Royal London, alongside the International Longevity Centre, showed that on average, people who work with a financial adviser had an increase in their assets of up to £43,245 a decade later.*

Vanguard conducted a study into estimating the value added by a financial adviser through the key areas surrounding portfolio construction, wealth management and behavioural coaching. The results of their research demonstrated the total value added by professional advice was found to be around 3% per annum. So in practice, the benefit of financial advice on a £300,000 portfolio could be up to £9,000 per year.**

*Royal London study
**Vanguard study

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Perennial Wealth Ltd

Trym Lodge
1 Henbury Road
Bristol
BS9 3HQ

info@perennialwealth.co.uk
0117 959 6499

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Perennial Wealth Ltd is an appointed representative of Best Practice IFA Group Limited. It is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk) under reference 955422. Registered office: Trym Lodge, 1 Henbury Road, Bristol, United Kingdom, BS9 3HQ . Registered in England under no: 13474108.
Registered with ICO under no: ZB103018

© Copyright 2012 – | Perennial Wealth Ltd | All Rights Reserved | Privacy Policy | Value Statement | Sitemap 

Perennial Wealth Ltd

Trym Lodge
1 Henbury Road
Bristol
BS9 3HQ

info@perennialwealth.co.uk
0117 959 6499

Sign up for updates

Thank you for your message. It has been sent.
There was an error trying to send your message. Please try again later.

Perennial Wealth Ltd is an appointed representative of Best Practice IFA Group Limited. It is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk) under reference 955422. Registered office: Trym Lodge, 1 Henbury Road, Bristol, United Kingdom, BS9 3HQ . Registered in England under no: 13474108.
Registered with ICO under no: ZB103018

© Copyright 2012 – | Perennial Wealth Ltd | All Rights Reserved | Privacy Policy

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