The "why" of some of our financial advice clients
One of the misconceptions about financial planning is it is only for wealthy people. Some people think they “aren’t rich enough” to need a financial adviser, or that they are “too young” to need to plan or receive any professional help. I am here to reassure you now that we help clients from all walks of life, at all stages of life. Financial planning is for everyone, it’s not “just for rich people.” Some of our youngest clients are 18, while others are now enjoying their retirement. We work with lorry drivers, business owners, people who work in theatre, scientists, hoteliers, sports people, gardeners, or people who work in retail. All these clients have a different “why” for investing:
– We are supporting lots of young professionals who are saving to buy their first home
– We are helping a personal trainer manage their personal finances and save towards their future, giving them more time to focus on running their own business
– We helped a couple who once dreamt of a house by the sea and their financial adviser made it happen
– One of our clients is a music producer who has the financial structure in place so they can focus on building their own music studio in London
– We have helped an outdoorsy couple to build the financial freedom to become their own bosses, and they now own and run a campsite business
– Finding a way for a multi-generational family to all live together
– We advise a couple who are enjoying a lifestyle on a canal barge boat
– We help clients free up more family time to spend together
So whether you want to generate a passive income for hobbies or you want to build savings for children your why is totally unique and you need to build your financial plan around these objectives.