07960 959688 or 07725 818699 Email us Client portal

The value of financial planning

The numbers

0 The percentage by which the benefits of financial advice can outweigh the cost (1)
0 The percentage of people who make financial decisions without an adviser who later regret them (2)
0 The number of £ you can increase your annual pension income by if you take financial advice (3)
0 The amount by which people who work with a financial adviser boost their assets (4)
0 The number of £ more you can save into your pension by taking advice near the start of your career (5)

    Sources:

  1. [1] Unbiased.co.uk
  2. [2] Unbiased.co.uk
  3. [3] International Longevity Centre: The Value of Financial Advice Report July 2017
  4. [4] International Longevity Centre: The Value of Financial Advice Report July 2017
  5. [5] Unbiased.co.uk Value of Advice research 2015

What are the other benefits of financial planning?


A good financial planner will work hard to make sure that your investment returns are higher than the fees you pay for their advice. But ‘good value’ isn’t just about pounds and pence.

Peace of mind


This is what most clients value about having an expert on hand to advise on their finances. They are safe in the knowledge that their goals, both now and for retirement, are more likely to be achieved with a plan in place.

Experience and expertise


With ever-changing rules and legislation on tax, savings and investments, you can’t be expected to keep on top of it all. Our role is to use our knowledge and experience to keep you informed of changes that are relevant to you and then to guide you on how to respond.

Giving you time


Time is precious. So don’t waste it worrying about the future and whether you can afford to do what you want today. And you don’t need to spend time learning about investing and protecting your wealth, because we’ll take care of that.

For more information on how we help our clients, take a look at our client stories.

Our charges

All initial meetings are undertaken at our cost. As you move through your journey with us fees will apply.

However, we’ll clearly explain and document any fees that you’ll need to pay in advance of undertaking any of the advice that we recommend. This is usually a percentage of any investments that you ask us to manage.

Once we’ve implemented your financial plan, we offer an ongoing advice service. This is to ensure that your plan stays on track. As life changes, we’ll work with you to adapt your plan and make sure that it stays focused on achieving your goals. These ongoing fees will also be a percentage of your investments.

For more information, take a look at your journey with us.

Why our clients love working with us

Having sought your financial services some years ago, I have always found your advice to be sound and the clarity with which you have explained my questions reassuring. I would like to take this opportunity to thank you for all you have done for me over the years and going forward.

Mrs Tasker

During the years we have been with Kevin we have found you to be very accommodating. Any queries we have had have always been dealt with immediately, efficiently and sympathetically. We have no hesitation in continuing our relationship with you.

Mrs Josling

Kevin, I want to thank you so much for being ready to help me all of the time, especially when caring for my late husband and the time after his passing. I just want you to know how much you are appreciated.

Mrs Wallwork

Thank you so much, Kevin, for all your support and advice over the years. I wouldn’t be where I am today if it wasn’t for you.

Mr Howe

We now know that we’re receiving proactive advice and that we have an expert keeping an eye on our finances.

Mr & Mrs Dannan

How about a chat?

If you would like to have a chat about your financial goals, then please get in touch. There’s no charge and no obligation to work with us.

Error: Contact form not found.