Are you looking for an expert with robust resources to provide retirement financial planning services for you and your family?
Schedule a call with The Wealth Coach to find out what we can offer.
If you could interview every financial advisor or wealth manager, each one would be friendly, professional, welcoming and sincere. In fact, your mother would love them! The chances are you will experience rhetoric, the art of persuasion.
It is why Warren Buffett once said the greatest salespeople in the world come out of Wall Street. As such simply accepting rhetoric to make a decision, is far from the answer.
If you are retired or looking towards retirement, of course, you need someone you can talk to, that should be taken for granted, more important, is substance.
We take a dialectic approach. It means the art of investigating and discussing the truth of opinions.
You need someone to have an open conversation with when you are looking to retire or have retired, and not feel you are being sold to.
For example, the aim of wealth managers is to capture your pension fund to manage, as such any retirement advice becomes a means to an end. In fact, retirement advice should be your sole focus. Who you talk to changes everything.
Wealth managers seek to sell their own funds; they talk about performance, yet investors often fail to check how successful wealth managers have been. Who you talk to changes everything.
Most retirees have accumulated pension funds, yet as most wealth managers offer restricted advice, the FCA rules do not allow these firms to review your existing funds. It means, they will persuade you to switch to their company funds even if your existing funds are more than suitable. Who you talk to changes everything.
The key is open conversation, free of bias. Our focus is on you and not product sales. Our role is to help you explore all your options, empowering you in making the right decisions for you and your family.
We provide Personal Wealth Advice for High Net Worth Individuals.
As a high net worth individual with a diverse portfolio of assets, taking the complexity out of financial planning is crucial to maximizing and preserving your wealth.