Going for Gold: Choosing a Financial Plan
by Tony Larkins
From photo finishes to world-breaking records, many of us were glued to our screens watching the 2024 Paris Olympics.
I loved watching the athletics, as always, but I was also inspired by the level of performance during the kayaking and BMX events.
So, what does this have to do with financial planning, I hear you ask?
Watching the high level of performance, discipline and sportsmanship on display during the Games, I couldn’t help but wonder: what would it take for a financial planning firm to achieve a ‘gold medal’ in achieving their clients’ best interests?
Like the very best Olympic teams, the best financial planning firms combine years of experience, qualifications and performance outcomes, for the benefit of you, the client.
At Beacon, our gold medal – so to speak – is our ‘Chartered’ status from the CII, our industry body. Only firms with a certain level of experience and demonstrable commitment to their clients’ best interests can be ‘Chartered’. It means we’re recognised for our commitment to excellence across business practices, professional development and ethics.
When considering your financial future – whether it’s retirement, care fees or protection for your family – you want an adviser who understands you and is fully qualified to provide you with the best solutions available.
Where there are athletes and top athletes, there are also advisers and top advisers. It’s the years of experience and qualifications that make the difference at the finish line.
We believe that the more qualifications and years of experience a firm has, the better your financial situation can be addressed. If you're considering working with a financial adviser with only a minimum level of qualifications, ask yourself: "Why haven't they attained the highest possible qualifications to serve my best interests?"
The phrase "you don't know what you don't know" is particularly relevant here. You've already shown your Olympic spirit, working hard to build up your wealth and making the best life for yourself as possible.
Let us help you 'go for gold!'