How could a financial adviser help you do even more for your clients ?
‘ How can a financial adviser help me ?’
This is one of those questions that ’ s hard to give a specific answer to . Everyone has different financial situations , needs and goals and so the support needed from a financial adviser will differ from person to person .
Here at Skipton Building Society , we believe we could help you to provide an additional service for your clients .
And that ’ s why we ’ re thrilled to be working with the Society of Will Writers , to support organisations like yours .
As Estate Planners and Will Writers you carefully guide your clients through the important process of planning their legacy . You provide them with peace of mind about their future plans for when they ’ re no longer here . At Skipton Building Society , we offer advice on investment and pension planning . We ’ re here to help people achieve their future financial goals .
Working alongside each other , we could help you to help your clients even further .
There are varying ways a financial adviser could help your clients
When we talk about circumstances and needs , we ’ re referring to your client ’ s current financial situation and medium to long-term goals . Whether that ’ s planning for a dream retirement , putting money away for loved ones or simply trying to get more from the money they already have .
A financial adviser looks at how to get your client ’ s money working in a way that could help them to achieve their future goals . They could help your clients to look at things in a different way and feel more confident about making financial decisions .
4 the society of will writers
Did you know ...
You don ’ t need to be super wealthy to seek financial advice . It ’ s not about having hundreds of thousands to invest on the stock market . Our advice can support people who have a minimum of £ 20,000 lump sum or £ 500 per month to invest .
There are many people who are already building a nest egg through workplace pensions . There are also savers who might benefit from maximising the tax allowances available to them ,
What does a financial adviser do ? 1 . They get to know your clients
Financial advice isn ’ t about an adviser diving in headfirst to try and sell your clients a product .
A financial adviser is here to find out about what ’ s important to them .
When your client first meets with a Skipton adviser they ’ ll take the time to find out about their circumstances and what it is they ’ d like to achieve .
They ’ ll find out about your client ’ s financial position , lifestyle , spending habits and future goals and aspirations . They ’ re not being unnecessarily nosy . This is all so they can act in your client ’ s best interests when it comes to building a plan .