Put simply, yes – there are many! But why is this even relevant? Surely you would think that you will end up roughly in the same place whether you are working with a ‘financial adviser’ or a ‘financial planner’? Well, this question was recently validated during a meeting of our client advisory group, where one
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“The measure of success is happiness and peace of mind” – Bobby Davro How do you achieve peace of mind in retirement? Interestingly this question has not ever been asked by a potential new client. Typical questions we hear always start with a problem: “Have I got enough?” “Can I afford to retire now?” “Are
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As Lifestyle Financial Planners this might not be the first question we are asked by a prospective new client. The relationship typically starts with a problem that needs to be solved involving a financial product. But, soon after our initial conversations, we confirm that our role is to help our clients have the comfort, confidence
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Is the financial services industry still obsessed with products? Financial planner Casey thinks so, as he explains… I have been working in financial services for nearly 20 years and many far more erudite people than me have quite rightly said ‘the only constant in this industry is change’. Now I am sure someone reading this,
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Last June, the Financial Conduct Authority (FCA) found that only 39% of adults in the UK trust advisers to act in the best interest of their clients. Casey, our Financial Planner, explains how things can change… Having worked in financial services all my working life, I can completely understand why people don’t trust, understand, or
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