The value of financial planning

The benefits to your finances

Evidence suggests that those who take financial advice are more likely to accumulate greater financial and pension wealth, have a higher probability of saving and investing in equity assets, and receive higher income in retirement.

Furthermore, fostering an ongoing relationship with an Independent Financial Adviser leads to even better financial outcomes. A report published by The International Longevity Centre UK (ILC) in 2017 found that those who had received ongoing advice had nearly 50% higher average pension wealth than those only advised at the start.

The benefits to your life

The value of financial planning goes far beyond your money and assets. In fact, its impact on your life is arguably more important than anything else. Here are just some of the benefits you could experience

Feel more in control of your finances

With a clear, tangible plan in place, you’ll always be able to see the bigger picture when it comes to your finances – where you are now, where you want to be. This will give you more control over your money.

Stay on track towards your goals

Regular maintenance and ongoing reviews of your financial plan will help ensure you stay on track for achieving your objectives, no matter how your circumstances might change.

Help more of the people you want to help

As your plan is focused around your biggest life goals, it will enable you to ultimately do more of the things you love and help the people who are important to you, be that your family or your community.

Feel empowered in your decisions

As part of building and maintaining your plan, we will explore a number of ‘what-if’ scenarios and be able to see how these would potentially impact your financial future. This will enable you to make more informed choices going forward.

Having worked with Kingsfleet, our future is now certain. We know what we have and how to use it.

Jenny, Kingsfleet client

The value you receive

You just have to hear from some of our happy clients to understand the value and positive impact our service can have. Here are what some of the people we’ve worked with have got to say.

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of clients believe that working with us is helping them to achieve their future plans

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of people would recommend us to others such as their family, friends and work associates

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of clients said that they had already recommended us to others

Our awards & accreditations

We’re proud to have been widely recognised for our achievements throughout the industry.

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Get in touch

Take the first step towards the future you want. Simply contact us to find out more about how we can help.