How we can add value
Making the most of your opportunities
There are numerous benefits in taking financial advice from a qualified professional.
Unlike most people, a good financial adviser will be an expert on the tax planning and investment opportunities open to you. Many advisers will also have access to a wider range of products than those available to direct investors while some will also enjoy preferential terms from key product providers that they can pass along to their clients.
A skilled adviser will also have the kind of expert product knowledge that enables clients to make the very most of their investments.
Many smaller investors often feel that they can’t afford to lose any money when they come to invest. For such investors, paying a fee to a professional adviser can be money well spent as it can help to reduce such ‘downside’ risks.
Of course, there’s nothing to prevent talented amateurs from researching their own protection and investment solutions. However, very few of us actually have the free time available to stay abreast of the latest changes to the tax regime or the best performing investments.
Similarly, advisers generally have access to a far wider range of products and providers than are open to the direct investor and are in a much better position to negotiate fees with such product providers.
The value of advice increases over time
Difference in the household financial assets attributable to financial advice.
Like any reputable adviser, Ambrose Clayton is regulated by the Financial Conduct Authority (FCA). The advice we provide is covered by the Financial Services Compensation Scheme (FSCS) which means you may be entitled to compensation from the scheme if we cannot meet our obligations.
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Get in touch with one of our Advice Managers now.
No charges for the initial meeting to discuss your individual circumstances and objectives.
No obligation to take any of our services or products.
Before any services or products are provided to you we will explain what advice we can give and what products and services this covers, and any advice or product charges that apply and agree these with you.Book appointment here
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+44 0203 841 6881
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Lines are open Monday to Friday from 09:00 am to 17:00 pm. Excluding Bank Holidays. Call cost may vary depending on your service provider.