Let’s be honest. Seeking advice on how to look after your money may not be as fun as the immediate thrill of spending it, but it could be a rewarding decision in the long run.

Advice is crucial

The UK’s regulator for financial service firms and financial markets, the Financial Conduct Authority, has also been keen to promote the value of professionals. In a speech late last year, the regulator’s supervision director Megan Butler stressed that financial advice is of “unprecedented importance” in the UK today.

This is particularly relevant in the context of the pension freedoms introduced in 2015, which means anyone aged 55 and over can take the whole amount of their pension as a lump sum. With so many legitimate uses we can put our savings towards today, Butler said “the role of the financial adviser is today more important than ever”.

This is also true in the context of uncertainties; around Brexit, prospects for the UK economy, and the future direction of investment markets. As we all know from the last global financial crisis, things change very quickly and can catch us off guard. Professional advisers, like us, are no different in this regard, but with your financial wellbeing at the heart of what we do, together we can create a plan aimed to help you profit in the good times and weather the storm against any possible downturns.

We’re here to help

So how can financial advice work best for you? As well as managing your wealth through investments, you may also need specific help arranging a mortgage, or making sure you and your family are protected in the event of something unexpected. We’re here to help advise on any, or a combination, of these.

The value of investments and any income from them can go down as well as up and you may not get back the original amount invested.

How can we help you?

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