Today, investors have access to more information than ever before. Some of the biggest advances for retail investors include: the ability to buy or sell shares for a very low cost, significant diversification from funds, in a variety of markets and more online tools and articles than you will likely every need. It’s easy to see why investors think they don’t need a financial adviser.
However, the fact remains that many baby boomers are concerned with their retirement planning and not as confident in their ability to receive a steady income after they give up their job. Review this quick checklist to determine if you should consider working with a financial adviser. If you are wondering whether using a professional Financial Planner is right for you and whether you really need to pay for financial advice then the table below is designed as a general guide to help you decide. Which answers most closely match your circumstances?
Assess your need for Financial Advice
If a number of your answers fall under the ‘Planner’ column, then it would be worth us having an exploratory meeting – you can contact us on the form below. We can help you to lead a more fulfilling and financially secure life by making the most of your assets and cascading wealth seamlessly from generation to generation. Whatever life throws at you, we will be on hand to guide you with your own personal Financial Plan.
