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.
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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
Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to investing. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. We do not provide tax advice. Any examples used in the video are for illustrative purposes only and you may get less back than the figures shown. This video does not constitute personal advice. We do not take any responsibility for third party websites and content we may link to from this video. Issued on behalf of Nova. Nova is a trading name of Nova Wealth Ltd, which is authorised and regulated by the Financial Conduct Authority (FRN: 778951) and is a limited company registered in England & Wales (10739796).
References
https://docs.google.com/document/d/1qyzv5E9Mw4sfLbNfg5uMq6vlDu4Ut-z857m58d2iKs4/edit?usp=sharing
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
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