Professional financial advice

Professional financial advice – ONLY 18% listen! ..Part 3

Taking professional financial advice – Part 3 Why only 18% of adults seek professional financial advice. Even though my previous articles have shown working with a financial adviser can produce a real tangible financial gain (Part 1) and actually make you happier (Part 2) less than 20% of UK adults actually engage with one (18% … Continue reading Professional financial advice – ONLY 18% listen! ..Part 3

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Financial advice can make you happier

Financial advice can make you happier – Part 2

(Working with a professional financial adviser – Part 2.) It appears taking financial advice can make you happier, I know I was surprised too. But stick with me on this one. Firstly, full disclosure, the article is US biased. Although I do tend to think money is a global leveller so I am comfortable in … Continue reading Financial advice can make you happier – Part 2

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professional financial adviser

Working With a Professional Financial Adviser – Part 1

A recent report by the International Longevity Centre UK (ILC) (read in full here) concluded that people who worked with a professional financial adviser were a very impressive £47,706 better off over a 10 year period. This value was made up of an increase in overall asset values including accumulated pension wealth. Yes, the above … Continue reading Working With a Professional Financial Adviser – Part 1

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Future of IFA's

Future of IFAs Fees…

Muses on the future of IFA fees, adviser/client meetings, and paraplanning We get to speak to many different independent financial advisers (IFAs) on a regular basis and it never ceases to amaze us how many are trying different ways to improve the service they offer their clients, especially with regard to the future of IFAs … Continue reading Future of IFAs Fees…

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