Clients tend to choose to work with us for some/all of the following key reasons:
- Our competence in areas such as investment management, tax planning, estate planning, risk management and retirement planning. This helps people who say “I don’t really know what I am doing”
- The coaching side of our role. Providing peace of mind, reassurance, a second opinion, objective feedback, education, helping stick with a plan and avoiding emotionally driven money decisions. This helps people who might say “I need somebody to keep me in check”
- The convenience of delegating the work to us. We deal with the monitoring and maintenance of the financial plans and the investments/pensions. Dealing with other professional (accountant or solicitors). The time saved can spent doing enjoyable activities. This helps people who might say “I don’t want to spend my time on this”
- The continuity provided by knowing that in event of death the surviving partner/children have someone they can turn to who knows the financial situation. This helps people who might say “I would like my family to be involved”
This article represents the opinion of W&T Ltd trading as Blackdown financial only and is intended as information only. The content of this article should not be construed as advice or recommendation.
