The author of this blog is Ashley Hull.

People often ask the questions ‘When should I speak to an Independent Financial Adviser?’  The main reasons people want to speak to Financial Advisers are included below.

1) There has been a change in your Financial Situation

This could be receiving an inheritance, getting divorced or starting a new job. Each of these are opportunities to check your Financial Plan is in order and to make the most of the situation. It is an opportunity to ensure you are making the most of your money, and any changes that should happen as a result of the situation.

2) To review your Financial Plan

Often people do not understand their pensions and investments and want advice on what exactly they have, what it offers and whether it will be good enough for them in the future. Some people have specific goals for now and the future such as, retire in 10 years’ time, send children to private school or retire with a set level of income.

Financial Planners use Planning Software to forecast your Financial Plan, taking into account your goals and objectives. This can give you peace of mind knowing and give you confidence you can achieve your goals.

3) To Receive Advice

 The reason a lot of people have Financial Advisers is, so they receive, proper, impartial, professional advice. It may sound simple but making decisions on one’s own finances can be a daunting task. By employing a professional it can remove the burden and stress from you, giving you peace of mind that someone is looking after your finances.

If you would like to discuss your finances and are interested in finding an adviser please get in touch with Ashley Hull, Ashley.hull@beaufortfinancial.co.uk or via mobile: 07741 242151.