Money is an enabler. The reasons and motivations for how you use money are wide and varied, in most instances, but our clients don’t own money so that they can simply make more. Most people wish to have money so that they can do the things they want to do.
When we speak to clients about their wealth, the language we tend to use will be around process rather than products, drive and desire rather than dividends, experiences rather than investments.
Of course, we also recognise the importance of making sure that we have a process in place to select the right products and investments to support your lifestyle and family (for example, some providers even have products specifically aimed at the younger members of your family, such as junior SIPPs etc., which we can help you investigate to determine the best option).
But, most importantly of all, the advice we offer is always a personal and bespoke proposition, as we get to know you and your family and ultimately understand what is important to you and what you are trying to achieve.
Whilst we have already highlighted an independent survey which shows the financial merit of working with a financial adviser, we do want to emphasise that the overriding driver within our business isn’t to make you more money, but to enable you to do more things.
We realise that sounds like a contradiction in terms (as in most instances, doing more things requires more money), but it’s a very important point. And to emphasise this, let’s consider a case study.