Do I Need a Financial Advisor: How to Know When You Should Get Financial Advice?
Did you know that the term ‘financial advice’ yields over 1 billion results on Google? Short of spending a month wearily sifting through all these results, we have a more efficient and faster way to explore how and where you can find trustworthy and honest financial advice.
First Of All, When Might You Seek Financial Advice?
You might be looking at all your financial options if you are approaching retirement and want to get a head start on planning your retirement. Perhaps you have built up a successful investment portfolio and you’re aware that you could be getting a better return for your money, but you’re not entirely sure where to look? Perhaps you have a young family with children that are approaching school age, and you’d like to safeguard their future by preparing a trust-fund for school fees. From these scenarios to Estate and Inheritance Tax Planning, Collingbourne can guide and advise you, so you have peace of mind that your business and money is in safe hands.
Do You Need a Financial Advisor?
It is more than just about taking control of your finances. It is ensuring you have the most capable people looking after your investments that you have worked hard for. By concentrating on building your life plan with a laser focus that surpasses short-termism, Collingbourne will look at your lifestyle and provide support by helping you plan your finances to reflect these lifestyle choices accordingly.
Where are you now? Where do you want to be? These are questions Collingbourne will ask you, and if you don’t know the answer, they will help you gain clarity around these very important questions. This way, the team are preparing you to think long-term and for a bountiful future that you richly deserve.
You may be an expert or thought-leader in your field, so you will undoubtedly be used to making astute decisions in your day-to-day life. The arena of wealth management and financial planning requires a highly specific skillset that the Collingbourne team possess, offering financial advice for the past 16 years.
What Is The Difference Between Financial Planning and Financial Advice?
Financial advice and financial planning sound similar but there are some key differences. In short, financial advice addresses a particular problem, for instance how to withdraw your money in retirement. Financial planning, which Collingbourne provide, is holistic. It starts with you, your goals and ambitions, and then looks at your finances and decides how these can be used to help you achieve what matters. Empathy, sincerity and trust are at the heart of our operation, which has seen us deliver impactful holistic financial planning since 2005.
To find out more about the questions you may need to ask a financial planner to ensure they’re right for you, have a look at our free guide.
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