The value of investments and any income from them can fall and you may get back less than you invested.

Five reasons why you need a financial planner

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A consultation with a professional financial planner can be a transformative experience.

Once you have worked together to build a comprehensive financial plan, you can relax knowing there are arrangements in place to help you achieve your life goals.

So what specific benefits does a financial planner offer?

Defined goals

Many of us think in terms of long, medium and short-term goals when we think about our futures.

Distinguishing between them as we go about our busy lives can be difficult, and it can be even more challenging to have confidence you are allocating your resources to them in the right way.

A professional adviser can help you prioritise the things you want to achieve and understand the sequence of actions that can help you achieve what is most important to you.

Expert knowledge

Brewin Dolphin advisers have decades of experience in advising clients about how to make their money work its hardest.

In the complex world of financial products and small print, it is essential to get the advice of a qualified professional who can steer you through the maze of products on offer and explain the pros and cons of each.

The savings in time alone will be significant, as you receive support in the research and consideration of complex topics from a trained professional.

Skilled implementation

Our advisers will then help source the right product providers and investments to provide the best value, and help set up payments directly from your bank, making the process as simple and painless as possible.

Regular reviews

Even the best financial plans need regular maintenance to keep up with changing life events.

Things as simple as getting a promotion or a pay rise at work, taking out a larger mortgage, or your spouse or partner changing careers, could require amendments to your financial plan to ensure it is still fit for purpose.

Your financial planner will contact you every year to review your plan and ensure any adjustments that need to be made are identified and implemented.

A cool head

Major financial decisions can be some of the most complicated and consequential we face – and there can also be significant emotional element.

A professional financial planner can provide objective, rational advice, free from the anxiety that stressful circumstance – whether personal or in the wider economy – can provoke.

 

 

To find out more about how Brewin Dolphin can help you, request a callback today.


The value of investments can fall and you may get back less than you invested.

Past performance is not a guide to future performance.

The opinions expressed in this publication are not necessarily the views held throughout Brewin Dolphin Ltd.

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