Bentleys Newcastle can help you with more than tax to give you peace of mind

The Value of sound wealth advice

Peace of mind, control, achievement, satisfaction, support, guidance…

If these sound good to you, please read on

Wealth advice is about giving you support and guidance on the best way to manage your finances to help achieve your goals and dreams. This can include advice on investing, managing debt, retirement planning or protecting your family in case something happens to you.

The right advice from the right people can help you achieve your goals, whatever they may be.

Achieving your financial goals is of course, the central aim of the wealth advice process. Clients often mention ‘a feeling of control’, ‘a sense of relief’ and ‘confidence in achieving my goals’ as additional benefits of good advice.

The importance of these benefits, while less tangible, shouldn’t be underestimated.

In fact, research by the Investment and Financial Services Association (IFSA) found that clients with a current financial adviser are:

  • Twice as confident they will achieve their financial goals
  • More than twice as likely to feel they have control over their finances
  • Almost twice as likely to believe they will realise their retirement dreams

Bentleys Newcastle are able to provide you with a referral to quality adivsors, who have access to high quality investment and economic research, risk insurance and financial strategists, along with leading edge software to help you establish and manage your investment portfolio. The end result is a powerful team working to build and enhance your wealth.

For a referral to a trusted wealth professional, talk to your Bentleys Advisor. 

(Source: TNS Research commissioned by IFSA, ‘From Passive to Active: Growing confidence in investment’ December 2006)