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We love a play on words, but sadly can’t take all the credit for highlighting our six appeal, our friends at Vanguard Europe provided the inspiration for this post, but more importantly, for the title.

The mission of Investment & Retirement Solutions Ltd is to do our very best to help our clients achieve their financial goals, but how do we do this?

Here are six of the ways in which a professional, Investment & Retirement Solutions independent financial planner can help you:

1: CREATE A PLAN SO YOU HAVE CLARITY about the extent of your current position and how realistic achieving your goals is, based on that current position.

2: HELPING YOU MAKE THE RIGHT CHOICES as research repeatedly tells us that big decisions are likely to the main drivers of future returns, for example, making BIG decisions about investing in the right asset classes, do you really understand how many shares and how many bonds?

3: KEEPING YOU ON COURSE, particularly when the weather gets stormy is key if you want to control inevitable drift and successfully navigate to your destination

4: HELP YOU KEEP MORE OF YOUR RETURNS by being not just in the right stuff, but by also making sure you’re not paying too much to be in the right stuff. Value beats cheap, but do you recognise value?

5: BEHAVIOURAL FINANCIAL COACHING because we know that when left to their own devices, many consumers travel in the wrong direction: selling when markets are falling rather than taking advantage of lower prices. We help you tune out the background noise and focus on your objectives.

6: GETTING MORE BANG FOR YOUR BUCK because people often forget that unnecessary tax is just another charge that is a drag on your returns, so we work with you to structure your portfolio to minimise additional tax bills.

We think we’re pretty sixy, but if you ‘ve still got any doubts about the value of high quality independent financial advice check out our article The Value of Financial Advice and read about how the International Longevity Centre measured the added value provided by financial advice. You can even download a copy of the full report using the button below.

More To Explore:

News

Old Mutual name change

Clients who hold Old Mutual solutions will notice a change of name today as Old Mutual becomes “Quilter” This name change has been three years

COVID

Getting Jabbed

Investment & Retirement Solutions Ltd are delighted to report that every member of our team has now received their first dose of a COVID-19 vaccination

Notices:

Our posts are intended as financial education and financial information, not as financial advice, and are only suitable for UK residents. Always take professional, independent advice before acting on any information.

Investment & Retirement Solutions Ltd is authorised & regulated by the Financial Conduct Authority.

The value of investments and income from them can fluctuate (this may partially be the result of exchange rate fluctuations) and investors may get back less than the amount invested. Past performance is not a guide to future performance.

Your home is at risk if you do not keep up repayments on a mortgage or other loan secured on it.

The Financial Conduct Authority does not regulate taxation and trust advice, will writing, advice on deposit accounts, some types of offshore investment, some aspects of buy to let mortgages, commercial finance or offshore mortgages.

Levels, bases of and reliefs from taxation may be subject to change and their value depends on the individual circumstances of the investor. Unless specifically stated otherwise, our posts do not allow for the additional taxation powers which may be levied by the devolved governments.

All information is offered in good faith and is believed to be correct at the time of publication however it may be superseded following publication. E. & O. E.

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