One main barrier to people getting support with their finances is a notion that a financial adviser “doesn’t work with people like me”. On top of that most of the UK don’t know what financial planning is or what the benefits of financial advice are. This is then cemented in with the fact that you won’t actually understand the answers to these questions until you have experienced financial advice for yourself. So we have asked our clients to write first hand how financial advice works, what the financial planning process is and what ongoing results they have had that improves them financially and mentally. So if you are sat there thinking “I am too old (or young) for financial advice” or “I’m not rich enough to need a financial adviser” you will see in these case studies there is no typical client or family set up. We work with a whole range of different type of people and each person is a unique individual. We don’t stereotype or put people in to categories so you can be safe in the knowledge that if you need financial advice we are a company that has the diversity in its people to support your unique situation.
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