Despite the problems with the pandemic, we are continuing with our strategy to grow. It is my ambition to ensure that Solomons can continue to provide insight and advice well past my intended retirement date (which is still many years off). However, I need to grow the business to do so. I look at this as a way of securing our future and yours.
As of this month we have a new trainee – Daniel Liddicott. Dan will be introducing himself to you in due course and we are all being cajoled into providing a helpful bio each for the website. It is my hope that Dan will not simply enjoy a career in financial services but come to love it. To my mind this is all about helping people find some peace of mind and security that is enough to ensure that they have the lifestyle that they want, whilst protecting all that they hold dear from ruin.
Dan is hopefully the first trainee adviser of many more to join us, but once qualified (which will take around 2 years) he will need some clients to work with.
Understanding the value of advice
As a client you are hopefully familiar with what we do, how and why but today I was challenged to share a video by one of our industry media outlets – Citywire. This is a short (well 22 minutes – gulp!) video of Ian Horne traversing the UK, attempting to understand the value of financial advice – talking about money is perhaps one of our last taboos. The challenge from the editor of Cirywire was to share the video – so challenge accepted. Here’s the video
So what can you do?
The truthful answer is that I would really like more clients like you, so if you have any bright ideas about how we might achieve that, I’d love to talk with you. If you have any questions about the video or anything we do or any financial topic, just get in touch – email me (that’s the easiest approach). If you have a friend of colleague that wants or needs some financial advice, well why not start with this video. It’s a bit long, but it’s a start, alternatively just share your own experience.
In the video Ian talks about RDR, this came into effect in 2013. However I set up and started Solomons in 1999 on this basis – some time ahead of the majority of advisers, who moved to a transparent system because they had to. Next week we celebrate our 21st birthday – some clients have been with us since the beginning (and in fact before).
You can read more articles about Pensions, Wealth Management, Retirement, Investments, Financial Planning and Estate Planning on my blog which gets updated every week. If you would like to talk to me about your personal wealth planning and how we can make you stay wealthier for longer then please get in touch by calling 08000 736 273 or email firstname.lastname@example.org
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Solomon’s Independent Financial Advisers
The Old Bakery, 2D Edna Road, Raynes Park, London, SW20 8BT