Are financial plans valuable?
It’s a fact that, people who pay for financial advice, tend to end up wealthier than those who don’t. Numerous studies have found that individuals who take regular financial advice over the course of their adult lives end up substantially better off than those who don’t. We know that, over time, the advice we provide is likely to pay for itself several times over. That’s why we think our services represent excellent value for money. Take a look at our ‘Advice matrix’ to learn how and why.
No goals and
no financial advice
£18,138
0%
This is the annual income an individual approaching retirement can expect if they have no financial targets and have not received any professional financial advice.
Financial Advice
without Goals
£24,794
+34%
This is the annual income an individual approaching retirement can expect if they have taken the time to consult a financial adviser about their retirement.
Financial Advice
with Goals
£27,736
+53%
This is the annual income an individual approaching retirement can expect if they have consulted a financial adviser and set clear retirement goals.
Why use an adviser
As we head through life, our financial ambitions naturally evolve and change along with our circumstances.
Find out moreHow we can add value
There are numerous benefits in taking financial advice from a qualified professional.
Find out more