New client surge?

We are expecting and ready to meet with lots of new clients. Our premises in Cobham are perfect for quiet, confidential and tranquil client meetings. There is ample parking and decent coffee!

This is perhaps just as well since a recent report by Investec Wealth has revealed that nearly 60% of investors are looking to get advice. This is for a variety of reasons, but nearly 30% are expecting to do so within the next 12 months and a significant proportion have over £250,000 of investments.

By and large, most are seeking advice about retirement, but a not-so-insignificant 20% reported that they simply don’t have time to manage their own investments. Whilst I welcome the opportunity to meet with them, I fear that many will be expecting to find a magician rather than a financial adviser as they may have left good planning somewhat late in the day.

Of late, I have growing experience and awareness of the problems that many face as they age. Memory isn’t quite what it was and we are seeing more people with concerns about Alzheimer’s. Many of us will have some experience of this already and sadly many will do so in the future. There are considerable issues for your finances and ensuring that you have your ‘ducks in a row’ is of key importance.  As is having the right team around you; providing what you need.

As we age, we invariably become increasingly aware of the importance of relationships, much more so than anything else; but these are loaded with a lifetime of baggage. Spending time on the things that are important (what you actually want and value) rather than attempting to impress people with your brilliance at managing your own money; is something that I would actively encourage. Managing investments, tax and regulations is a time-consuming exercise and not one that most people would want to waste their most valuable resource on (time). I suspect and believe that you have better things to do with yours.

We are here, ready to begin your journey with us and towards financial freedom – or maintaining it.