BEACON WEALTH MANAGEMENT LTD
- Make A Choice
November 2018 - January 2019
Life is full of choices and wherever you are now is based on the choices you have made in your life so far.
Naturally I hope you have made the right choices and are happy with what life has thrown at you, and that you don’t have too many regrets.
Choice offers opportunity, even if that choice is to do nothing.
Deliberating on what could have been or should have been is not healthy and is a waste of emotion unless it is the spur to help you do something again but better.
Focus On Strengths
My world of finance is full of so many choices everyday that lessons can be learned, but crying over ‘spilt milk’ teaches nothing.
In building Beacon, I recognised my weaknesses and instead of working on them to the detriment of ignoring my strengths, I simply recruited others who were better than me.
My management team and I have worked together for 10 years or more, and my Heads of Investment, Finance and Marketing are all Chartered in their own profession which means they are competent, I can trust them and after 10 years also shows I like them, and we have a mutual respect.
Your future starts now, and what choices you make going forward will affect your future.
Choosing to review your financial position is really important whatever stage you are at in life, so choosing an adviser is important.
3 Things To Consider
Three things you should consider when making a choice about a financial adviser are:
- Do you believe them to be competent, trustworthy, and do you like them?
Simple research should show the qualifications of the company and individual, and don’t settle for the basic diploma – it’s your finances!
Look at the leadership structure, is it diversified, qualified and long standing or do one or two people profess to know everything?
- Look at areas that are specific to you, be that pension, investment or something else.
After all, some advisers claim to be able to do most things.
- Costs are another issue, and something to bear in mind.
The days of companies charging 4% or 5% are over for all but a few of the larger companies who think no one will notice, or the smaller companies that need more to survive.
Whatever you do or don’t do is a choice.
Why not make a positive choice and find an adviser to review your finances, after all, the worst thing that can happen is to be told everything is great and you need to do nothing different.
Here To Help
Contact us today for an initial complimentary meeting and financial review.
Phone: 01480 869466
Should you require financial assistance for pensions, savings, investments, mortgages, protection, long term care, employee benefits... contact the team at Beacon Wealth Management Ltd.
Tel: 01480 869466
The Old Chapel, Thrapston Road,
Kimbolton, Cambridgeshire, PE28 0HW