Like investment returns, an adviser adding value to your finances is not guaranteed. You may get back less than you pay (or invest!). But, hopefully, this video gives context to how GOOD financial planners can add considerable value over the long term.
šš» Looking for help with Financial Planning? I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us, please follow this link: https://go.novawm.com/getintouch
DISCLAIMER: This channel is for education purposes only and does not constitute financial advice. Any opinions or assessments expressed are Jamesā own opinions or assessments, which are not affiliated with any third party. Any representations stated as facts or views based on such facts are relevant to circumstances applicable at the time of publication. This information should never be relied solely upon to make decisions, and James accepts no liability for any investment actions undertaken by viewers. Please seek regulated financial advice or an advisor if you require assistance. The value of an investment and the income from it can go down as well as up, and investors may not get back the amount invested.
00:00 Intro 01:34 The Costs 02:00 The Power of Good Financial Planning 03:46 What you think it is Vs What it actually is 10:17 What is the cost of not doing this properly? 10:45 What is the definition of success 11:37 Quantifying the value of advice 12:39 Quantitative value examples 17:19 Types of people most likely to benefit 22:33 Risk Vs Reward
