The challenge for you is that anyone can (and they do) call themselves a financial planner. This isn’t very fair to you, the consumer.
To help you identify if we’re the right people for you to connect to, here is what we think is a financial planner’s role profile;
-Financial (re)Organisation, i.e. Getting paperwork off your desk, and onto ours.
-A Financial Planner looks at everything and connects it all together. They create a financial plan to get you where you want to be in life
-Quality financial planning firms deliver a range of high value services in addition to helping manage clients’ portfolios. These services include:
-Pensions advice and Retirement planning
-Cashflow modelling and lifetime financial projections
-Assistance with legal, tax and estate planning issues and connecting clients to other trusted professionals at the right time
-Overcoming behavioral finance issues (so clients do not make costly financial mistakes at the wrong time)
Financial planning firms do the whole job.
When delivered as a complete package these services provide financial peace of mind to our clients.
Good financial planners/advisers add value; not all advisers, just the good ones.