It is definitely true that life events often prompt people to hire a Financial Planner. In fact, we created a blog listing the common triggers including:
Having children.
Receiving a financial lump sum such as an inheritance, a redundancy, an insurance or legal payout or via a divorce.
A business purchase or sale.
Nearing retirement.
However, people also often reach out when they have simply had enough of managing their own finances. This could be for a range of reasons:
They have made a past financial mistake and do not wish to make any further mistakes.
They do not have the time to manage their own finances effectively.
They want an impartial professional to guide them and avoid any decision making conflict with their partner.
They realise what they are doing is not working and they are not getting ahead to reach their goals.
We are well placed to advise on both the situational and emotional triggers that people need help with. Whatever your 'why', you can begin the conversation with an initial chat with us!
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