What Exactly Do We Offer at Investwise?

Hint: We are not just a pension advisor!

I felt it was very important to get this message out to our valued clients, as financial planning is by far the most valuable and interesting service we offer. As an existing client, it is often included in your current fee arrangement, and even if it isn’t, the process is very good value.

For those of you who have used us in the past to set up a pension account, investment account or some protection, but didn’t realise that we have such a focus on financial planning, we would strongly recommend considering it. The process is very rewarding and opens up conversations which cover all aspects of your family and professional lives.

We have had some absolutely fascinating and exciting conversations with clients when the topics shift from investment markets to life-long dreams, Financial Plans and aspirations. We love nothing better than a client saying to us that they always had a particular dream, but never thought they could achieve it. In our process, we want to get to the truly aspirational leisure and career goals, and then try to find a way to achieve those dreams. Where there is a will there is a way!

If you haven’t done so already, I would strongly recommend putting together a comprehensive financial plan. I know I would say that as a planner myself, but it is an incredibly rewarding and freeing exercise.

To find out more about how financial planning can help you, we have put together a document on our
website