3 reasons why 2022 could be an opportunity to help your clients further with Financial Advice .
1
To try and stay ahead of the rising cost of living . Inflation is higher than normal at the moment and could reduce the future spending power of your clients ’ savings over the long-term . So it might be worth them thinking about their options .
2Investing could offer a greater chance of achieving long-term goals . Stock markets have not been immune to recent events – but have generally done well over the past 12 months . If your clients are happy to commit their money for at least five years , and accept some risk to their capital , investing could be right for them .
3Your clients deserve a fulfilling retirement . Whether they ’ re still a few years away or have already made the leap , it could be worthwhile having a chat about their financial goals for retirement . At Skipton , our experts can review any plans or provisions they have in place to assess if they are likely to achieve the lifestyle they aspire to have , in retirement .
Your clients don ’ t need to be super wealthy to seek financial advice from Skipton . They would need to have at least £ 500 per month or a £ 20,000 lump sum available to invest . To find out more ; contact James Webb , Business Development Manager on 07800770353 .
By investing with our advice , our aim is to grow your client ’ s money by a greater extent than is available through cash savings accounts to help them achieve their goals , although funds are not like bank and building society savings accounts . It does mean placing your client ’ s capital at risk , as its value can fall as well as rise and they may get back less than they originally invest . Past performance is not a guide to future returns . Economic and market conditions in the past may not be repeated in the future .
Skipton Building Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority , under registration number 153706 for accepting deposits , advising on and arranging mortgages and providing Restricted financial advice . Principal office : The Bailey , Skipton North Yorkshire . BD23 1DN
the society of will writers
7