Why take financial advice?

“Do I need financial advice?” That is a good question to ask yourself.

Trying to understand all aspects of your finances can be daunting and sometimes overwhelming.

If you want to get to grips with specific areas such as ISAs, mortgages, pensions, and investments, but want to cut out the industry jargon, where do you start?

That is where we come in.

My company, Beacon Wealth Management, is a Chartered, Independent, Financial Advice and Planning firm based in Kimbolton.

We are here to help you make informed decisions about your finances. We will search the entire market on your behalf to find the best financial products for your specific needs, circumstances, and priorities.

Here are just some of the ways we can help:

  • Create a financial plan for you that aligns with your goals, such as having a comfortable retirement
  • Recommend suitable investments based on your risk tolerance and financial objectives
  • Help you maximise your retirement income and savings
  • Make sure you, your family and even your business are in a more secure financial position, with products such as income protection and critical illness cover
  • Help you minimise your tax burden and make the most of available tax allowances and reliefs

Life brings many twists and turns. You could, for instance, buy property, get married, have a child, get promoted at work or set up a business. Each of these will directly affect how much money you have in your pocket and influence your decisions on how you should invest it.

You need to respond to changes in your life by revising your financial strategy where necessary, while still staying on track to achieve your longer-term goals.

Clients of mine have been successful for various reasons but they have one thing in common – they have all taken financial advice.

If you have an Independent Financial Adviser (IFA) providing you with clear, unbiased advice, you can feel confident every step of the way that you are doing the right thing - and that can be priceless. “We don’t know what we don’t know”, as the saying goes.

If you would like advice and support from a local specialist, please call us on 01480 869466 for a free initial, no obligation chat.

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