1. Financial peace of mind
An adviser gives you the tools and management to reach your financial goals. We work together with you, to do what is best for you.
Knowing your pensions and investments are in safe hands can take a lot of stress off your shoulders. Having to manage your own investment funds in retirement can add unnecessary stress to what’s supposed to be a time in your life where you relax and reap the rewards of all those years of hard work.
With the right financial advice, you won’t have to.
2. Qualified professional management
As we mentioned previously, managing your own investments can be a burden.
With the right financial adviser, you can rest assured knowing that your assets are being managed regularly and reviewed to make sure they still suit your personal circumstances.
3. Setting achievable goals
A financial adviser doesn’t just look at your money – we look at your life, your goals and your aspirations. Our goal is to help you reach them!
We can help you put the right procedures in place to reach your retirement or investment goals, and make the most out of your money.
You might know what you want to do, but we’ll know how to get you there and what the most suitable options are for your circumstances.
4. Providing you with options and giving you choice
A financial adviser is there to provide you with different options, so you can make the decision on how to go forward.
We discuss everything we do with our clients to make sure they’re happy with our plans. Having the choice to do what you want with your money should always be a top priority, and it’s one of the most important parts of what we do.
5. Financial strategy and tax wrapper solutions
Having the right strategy in place is crucial for achieving your financial goals.
Whether you want to make sure you’re contributing enough to your pension for the retirement lifestyle you want, or if you’re looking for the most tax efficient way to invest your money, the right financial adviser can get your financial strategy together in a way that suits you and what you want to achieve.
6. Reassurance
It can be daunting managing your financial affairs on your own.
Are you doing the right thing?
Does your strategy suit your attitude to risk?
Are you capable of absorbing any losses if your investments go down?
A financial adviser will reassure you that your plan is on the right track, and can talk you through any questions or concerns you may have about your current strategy.
7. Guidance
Having the right guidance when it comes to investing and retirement planning can make a world of difference.
At 7FP, we’re Independent Financial Planners – this means we aren’t tied to any specific funds or investments, and we can guide you in a direction that suits what you want, whether that be investing in certain areas for ethical reasons or wanting to use specific saving methods so you can access your funds easily.
When it comes to your pension, it’s always recommended that you seek financial advice – the decisions you make impact your income for the rest of your life, so having the right guidance is a must!
Get in touch with us today to start planning your retirement the right way, and get your finances pointing North East.
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