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Why experts say people need financial advisers

8th August 2018

With the array of online tools and self-help resources available, it can be tempting to try and take your finances into your own hands from time to time. For some people, that’s the way to handle it but for some, getting advice tailored precisely for you from a qualified professional is the best approach.

Dr Moira Somers, Canadian neuropsychologist and executive coach, has revealed the main reasons that seeking financial advice is beneficial, and I’m sure we can all relate to more than one of them.

The financial world is full of jargon which, to the uninitiated, makes the whole issue far too complex to be approachable. Our job with many clients is to cut through that noise and speak to you in a language you can relate to. With so many choices available, it can be extremely difficult to make a decision. Advisers attempt to remove that indecision and make the process simpler.

By delegating tasks to a professional, you have more time to invest your energy into areas where your strengths lie. It also offloads the unpleasant feelings that can arise when faced with these difficult tasks; having a trained professional dealing with your more stressful responsibilities can be of huge value.

You can gain great encouragement and confidence when you know your decisions have been considered by a professional financial adviser. We’re here to reassure you that you’re on track with any plans and steer you to avoid any pitfalls you otherwise might have missed. Ultimately, using the services of a good financial adviser will make you feel safer. The benefits of gaining expert advice is not only financial but also psychological as well. The reassurances and levels of trust that you could receive after gaining financial advice could make you feel more confident in your financial decisions, rather than if you made the decision on your own.

To learn more about our services read our factsheet here


Jason Butler: The real reasons people take professional advice

Reference – BL007 – Aug – 18

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