Investment returns. We believe passionately that our clients have the potential to achieve better investment returns by working with us. By following our investment recommendations and the financial/behavioural coaching that we provide.
Potential investment returns is the obvious one, we are financial advisers after all. But there are two other types of return, which are just as valuable or perhaps even more so.
Time returns. Your time is extremely valuable. We want you to be free to spend your spare time doing the things you enjoy with the people that mean the most to you. Or alternatively, you can use your time to be productive, working on whatever is meaningful and purposeful for you.
Our clients do not need to be spending time thinking about what’s happening in the News, the economy, changes to financial legislation, the stock market etc. As part of our ongoing service, we will keep you informed of changes to financial legislation, market updates and provide advice where needed to ensure your plans remain suitable for you and on track to meet your goals’.
In addition, through our financial planning process, we are often able to make more time for people. For example, we might give them the confidence to retire a few years earlier, take a year out or help them get their business to a place where it gives them a better work-life balance.
Emotional returns. Money is an emotional subject. We are very aware that money and discussing money stirs all kinds of emotions in people.
By having a robust financial plan which has aligned your money with what is important to you, you should have complete peace of mind about your finances. You should be able to mostly avoid the rollercoaster of emotions that money and investing can cause when not done properly.
Through our ongoing planning service, we can ensure that you maintain that peace of mind.
It obviously helps if the financial plan shows that you are on track! If not, then we will be discussing the ‘levers’ that you need to pull to get you on track.
This article is for retail clients and is provided for information and educational purpose only and does not constitute advice.
The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.
Best Life Financial Planning Ltd is an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority.
What our clients say
Joe immediately put me at ease with his friendly and approachable manner. I trust Joe and his advice, and am confident that our retirement is in safe hands.
I look forward to my annual review meetings, but I also know that Joe is at the end of a phone (or an email) if I have any concerns in the meantime.
I would have no hesitation in recommending Joe to anyone.Mrs S Quinlan