Client’s receiving professional & ongoing financial advice between 2001 and 2006 were on average £47,706 better off by 2014-16! Wow what a stat and really shows the potential power of using a great financial adviser (like us)!!
Research by Royal London and the International Longevity Centre (ILC) released recently went on to say that “people who foster an ongoing relationship with a financial adviser are also likely to be financially better off than those who receive one-off advice”.
David Sinclair form the ILC stated “The simple fact is that those who take advice are likely to be richer in retirement. But it is still the case that far too many people who take out investments and pensions do not use financial advice…We must now work together to get more people through the ‘front door’ of advice”
Any client we make recommendations to will always have a transparent choice between paying a one-off fee for their advice (and transaction) and then an ongoing charge for regular reviews and continual oversight. We love having relationships with our clients and will do everything we can to ensure your very own Financial Fortress!