So many clients say that speaking to us is the best thing they’ve ever done, yet perceived barriers are holding back more than half the population from contacting a financial planner. Why is that?
You’d be amazed at how many new enquiries we receive from people who’ve been putting off financial advice for a while. They tell us they felt nervous about making the initial call because of worries about the cost and negative comments surrounding the profession.
Happily, after a couple of meetings, our clients leave feeling comfortable about their finances, knowing that we’ve dealt with a wide range of the financial issues they may face in the future.
Invest in your wellbeing
Much research has been done into the benefits of professional financial planning. The results show improved mental wellbeing among clients, greater financial resilience and a better quality of life. So, why are the perceived barriers still preventing so many from taking the leap?
Often when I meet new people and I tell them I’m a financial planner, I hear comments like “financial advice isn’t for the likes of me” or “my finances are too straightforward.” The young are particularly blasé. They think they have years until they need to start planning for retirement.
Don’t worry, I’m not about to extol the virtues of financial advice to the misinformed at the footie or the pub, but what I’m itching to say is, “of course it’s for you! I see people just like you every day!”
Now is always the right time to engage with a financial planner, no matter how old you are. In fact, the younger you start the process, the better the outcome will be.
Breaking down barriers
Belmayne is built on the provision of jargon-free, honest advice at a fair price. We go out of our way to dispel the myths surrounding the profession and if you check out our Google reviews, you will see those who’ve taken the leap are glad they did.
Let’s start with the issue of cost. We want you to understand what you are getting into and to that end, our fees are displayed clearly on our website. Our initial meeting is always free and if we can’t help you, or we find you don’t need our assistance, we will let you know. If we find something could be improved, we will outline the costs involved and you can go away and decide if you wish to proceed. No pressure, no hard sell, no up-front commitment.
Now, let’s discuss the type of people who come to see us. Yes, some are millionaires, but the majority of our clients are simply hard working, intelligent individuals who want to secure their future and that of their family. If that sounds familiar, you are among friends.
Our office is located conveniently in Dronfield and has its own parking to make visiting as easy as possible. We have relaxed, private meeting spaces and we’re happy for you to bring a friend or relation for moral support. Alternatively, we can convene at a venue of your choice – whatever suits you best.
Don’t be one of those clients who wishes they’d contacted us years ago. If you want to achieve peace of mind, safe in the knowledge that your financial future is secure, pick up the phone or drop us an email and we’ll do the rest.
To find out more about our financial planning services and how they can benefit you, don’t hesitate to contact us on (01246) 298181 or email: enquiries@belmayne-ifa.com
