After all, there’s nothing to stop you starting a pension or investing in an ISA yourself. You may discuss it with friends or family, or maybe you pay attention to the financial pages in the press. Why would you need a financial planner?
Finding a product that deals with a specific financial issue in isolation is not the best way to approach financial planning. The best financial advice arrives from a thorough review of your current financial position, your long-term financial goals, how you feel about investment risk, your tax position, and your available budget. Only then is it possible to understand and consider the options you have available.
📱 Book in a call with Matthew Smith to discover your options.