New year, new you?

Category: All&Uncategorized

It’s the New Year. We’re all full of plans for what we want to accomplish and making resolutions left, right and centre. It could be hitting the gym, finally getting around to that long-awaited clear-out or… perhaps getting a grip on your finances?



A recent study of over 100,000 advised US investors should be enough to convince anyone currently on the fence about the value of good financial advice. It found that eight out of 10 investors with a clear retirement plan (i.e. one constructed by a professional adviser) had at least an 80% higher chance of reaching their financial goals1.


We all know the old adage – failing to plan means planning to fail – something that is vividly demonstrated in the research. Taking expert advice and constructing a well thought out financial plan can significantly enhance investor wellbeing. In many ways, this comes as no surprise, as the benefits associated with financial planning are abundant and renowned.


Ongoing reviews and discussions are key to keeping your finances on track. We will help you understand what you want your assets to achieve, establish clear and achievable goals, monitor the progress of your financial plan and adjust it accordingly to keep your investments flourishing. The plan will also look to minimise your tax liabilities and maximise your hardearned money.


This study reiterates the value gained from taking professional advice. The value of financial advice comes in different guises and can include enhancement of return on investment, peace of mind, achieving goals and realising opportunities, all combined with future security, ultimately ensuring you have enough money.

If your circumstances have changed or the New Year has encouraged you to refocus your financial objectives, get in touch, that way we can ensure your financial goals are realistic, giving you the best chance of turning any resolutions into reality.

1Vanguard, September 2019

The value of investments and income from them may go down. You may not get back the original amount invested. A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.

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