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What are Financial Advisors and Do I Need One?

'Most people don't plan to fail, they fail to plan'

No matter what age or situation you're in, you're never too late to make a change. Investing in a financial advisor is one very important and possibly life changing step for not just you, but for your whole family.

Whether you're looking for a financial advisor in Cardiff or further afield, we can help provide you with some positive points as to why their knowledge and expertise are powerful in the world of finances and smart investment decisions.

So if you'd like to find out why you need a financial advisor in Cardiff or an advisor in Penarth then keep reading. If you're not looking for a financial advisor in Cardiff then keep reading anyway!

Things to consider when you retire

Everyone will retire at some point in their life. As financial advisors in Cardiff, we know the importance of planning ahead and managing our metaphorical ‘To-Do’ list when it comes to life in retirement. There are so many things you have to consider and there are so many things that can frighten people. Don’t worry, it shouldn’t have to be daunting if you’re prepared. In this post we’ve provided some tips that you should consider when it comes to retirement. One of the services that we, as Cardiff financial advisors offer, is the advice on pension planning and money management.

So, without further ado..

What Is Wealth Management?

You’ve probably heard the term ‘wealth management’ quite a lot. We’re guessing you can’t pinpoint exactly what it means and so in this post we will break down the mystery that is ‘wealth management’ and explain to you the reasons why it’s a must in the world of financial expansion. For many, investing in a financial advisor in Cardiff has changed their life.

Wealth management is the system of positively altering or maginifying a clients’ financial situation. A person who manages wealth is in the business of trying to find financial solutions and provide directions to a person who is looking to make more money. Wealth managers tend to deal with high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). ‘Clients looking for wealth managers range from those with £50,000 in assets to those with over 100 million’.

Wealth managers or financial consultants work on a consultative basis. An easier way to understand the process of wealth management is to look at it from two different points of view: the clients’ and the consultants’.