When you think about financial advice, your mind probably leaps to pensions, investments, savings, and possibly tax planning.
Yet, the greatest value a financial adviser could provide is peace of mind.
In fact, research from Vanguard has shown that 86% of people who work with a professional adviser report having greater peace of mind when thinking about their finances.
The same study also revealed the cost-saving benefits of working with a financial adviser – 76% of people said advice saves them around 100 hours a year.
5 ways you might gain peace of mind from financial advice
The Vanguard study canvassed more than 13,000 investors. When asked how working with a financial adviser gave them peace of mind:
- 67% value support and feel a sense of reassurance that their adviser is watching their investments and keeping them on track.
- 60% enjoyed a feeling of trust, believing that their adviser would put their needs first.
- 47% worry less about their finances.
- 44% are reassured by the responsiveness of their adviser, knowing that they would be there to provide support when needed – especially during important life and market events.
- 44% feel more confident that they’ll reach their financial goals.
We know from experience that, while sometimes overlooked, the emotional benefits of working with a financial planner often outweigh traditional measures like investment returns.
Here’s how working with Alexander Peter can help you enjoy greater peace of mind and save time.
We get to know you really well
We build up a good relationship with each of our clients, so we know you and you know us.
We take the time to get to know you and understand your ambitions. Once we have a full picture of your circumstances and know what matters most to you, we can create unique wealth solutions for every stage of your life.
We take careful measures to ensure we provide the most appropriate advice
When we first meet with you, we won’t spend a lot of time talking about assets, investments, or potential returns – instead, the conversation will focus on you, your life, and your circumstances.
To learn as much as possible, we’ll ask you open questions and listen carefully.
There are no trick questions!
We’ll ask you about your personal and financial circumstances, needs, preferences, and objectives, so that we can assess your situation and determine what advice we should give you.
It’s a two-way street – we want you to ask questions too.
Throughout our working relationship, we encourage you to tell us about any changes in your personal and financial circumstances, or if a life event has redirected your priorities.
We stay in touch and communicate regularly
At Alexander Peter, our financial planners endeavour to build a long-term relationship with every client. As well as providing advice about suitable options for your pension and investment portfolio, we also get in touch when markets are volatile.
Sharp stock market movements can cause concern. If panic causes you to sell when markets fall, this knee-jerk reaction could turn an on-paper loss into a real loss.
From regular in-person advice (we’ll meet with you at least once a year) to monthly newsletters containing carefully curated articles to help you manage your wealth and reach your goals, you can rely on us to keep you informed.
Our financial advisers have walked in your shoes
We provide specialist advice to British expats and international employees living around the world.
We are privately owned and totally independent. So, you can rest assured that you will receive the most appropriate recommendations and tailor-made advice.
Licensed and regulated in the UK, our financial planners have a wealth of experience working with overseas clients.
In fact, many of our advisers are or have been expats themselves, so they understand the issues you may face and can help you plan accordingly.
Peace of mind may be intangible, but time isn’t
Returning to the research from Vanguard, 76% of people say advice saves them around 100 hours a year. On average, participants estimated that working with a financial adviser saved them two hours a week.
Spending less time worrying about your finances can lead you to feel more confident and supported.
Finally, saving time thinking about or dealing with your finances will leave you free to devote more time to your family, careers, or other interests, without the background worry of your financial life.
Ongoing financial advice has also been proven to boost your wealth
A different study from Royal London and the International Longevity Centre UK found that people who took financial advice were, on average, £47,000 better off than those who looked after their own affairs or only sought advice once or twice during their lifetime.
To find out more about how we can help you to grow your wealth, enjoy greater peace of mind, and save time, please get in touch.
Email enquiries@alexanderpeter.com or give us a call on +44 1689 493455.
Please note
This article is for general information only and does not constitute advice. The information is aimed at individuals only.
All information is correct at the time of writing and is subject to change in the future.
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