My Financial Planner helps a wide variety of clients, and we try to help everyone who approaches us. However, experience teaches us that certain people are a better fit than others. Here is a profile of the individual clients we work with most successfully:

 They have investment portfolios totalling £100,000 or more. Often, they’ve already tried traditional stockbrokers, commissioned financial planners, or the do-it-yourself approach. 

• If they are still in their working years, they are probably well educated and affluent. If retired, they worked hard and saved diligently to build a nest egg. 
• They hold family as an important core value. 
• They may have been self-employed, owned a small business or had a professional career – accountant, lawyer, doctor. 
• They understand basic investing. They sometimes read financial publications and follow market headlines. 
• They delegate. They easily hire a professional when it helps them accomplish important tasks or goals. 
• They know the value of money. They understand that paying a good adviser can save them money – often a lot of money – in the long run. 
• They value genuine expertise. 
• They understand that controlling risk can be as important as raw investment performance.
•  They might be almost any age or gender, but retirement savings and independence are important goals in their financial life.
•  They are trusting. Successful relationships require trust from both sides.

 If you know of someone who fits this profile, please consider introducing us. It would be our pleasure to meet with them and have an opportunity to explore how we might best help them meet their financial and life objectives. Call us on 01202 478210 or e-mail info@myfinancialplanner.co.uk