Financial advice is for the many, not the few
Question: Who needs more help with their money? A millionaire? Or someone getting by month to month?
Of course, it’s a question that could be interpreted and answered in many ways.
These clients all have different goals and objectives and it’s true to say that money means different things to different people. Saving £100 in tax would help any of us, regardless of our wealth. £100 is £100, after all.
The reality is the “value” of this saving differs from person to person and will impact on their life very differently.
From my perspective as an independent financial adviser, the moral of the story is that anyone can benefit from financial advice. There are many ways in which an adviser can help add value to someone’s life and I don’t believe this is a closed group limited to the wealthy.
The “value” to each person ma