Financial advice key for clear thinking

Choosing mortgages and protection are not decisions to be taken lightly. In today’s complex economic landscape, financial advice is more important than ever.

‘Advice gap’

A new study from the Financial Services Compensation Scheme (FSCS) ^I raises fears over a worrying financial ‘advice gap.’ Almost two-thirds of UK adults with savings, investments or a mortgage have not sought regulated financial advice in the last five years.

Not just for the wealthy

Additionally, more than half of all adults who hold a financial product believe professional advice is only for the wealthy. This is a common misconception the reality is that everyone can benefit from expert help, not just wealthy individuals with complicated assets.

Tailored plan

Taking the time to construct a clear and tailored plan that meets each client’s unique set of needs is the key to sound financial decisions. A strong and enduring relationship, developed through regular reviews, builds in the flexibility for plans to be adapted when life events inevitably dictate change.

Think about it

We’re always here to help bring clarity to your financial decision making. Get in touch today!

As with all insurance policies, conditions and exclusions will apply. Your home may be repossessed if you do not keep up repayments on your mortgage.

^I FSCS, 2023