Planning your financial future can feel daunting, but it doesn't have to be. With the guidance of a professional financial adviser, you gain clarity and confidence, knowing you’re making informed decisions tailored to your unique circumstances. Independent financial advice offers valuable insights and support to help you navigate complex financial matters with ease.

Why Financial Advice Matters

According to research from the International Longevity Centre (ILC), people who seek professional financial advice can end up significantly better off compared to those who go it alone. In fact, individuals who worked with a financial adviser saw an average increase in their assets of nearly £48,000 over a decade.

The value of financial advice isn’t just about managing money today—it’s about ensuring long-term financial security. With the right support, you can optimise pensions, investments, and savings, setting yourself up for a more comfortable future.

Ongoing Advice for Lasting Benefits

While one-off financial advice provides a strong starting point, continuing to receive expert guidance can amplify the benefits. The same ILC research highlights that those who sought regular advice were, on average, 61% better off than those who received advice only once. The benefits of ongoing support include the ability to adapt your financial plan as life evolves, ensuring you stay on track to meet your goals.

Long-Term Value of Financial Advice

Financial planning is a long-term game. The benefits of expert advice grow over time, especially as compound interest and investment returns accumulate. Whether you’re saving for retirement or managing a pension pot, independent advice helps maximise returns and ensures you’re prepared for whatever lies ahead.

Additional Benefits of Financial Advice

• Peace of Mind: Having a financial expert on your side simplifies decision-making and gives you confidence in your financial future.
• Time-Saving: Your adviser handles the complexity of financial planning, freeing you up to focus on what matters most to you.
• Tailored Guidance: Financial advice is personalised to your specific situation, ensuring your plan is aligned with your goals.
• Staying on Track: Life is full of unexpected changes, but a financial adviser can help you stay focused and adjust your plan as needed.

Looking for Independent Financial Advice?

If you’re in Leamington Spa, Warwickshire, or surrounding areas, seeking independent financial advice can make a significant difference to your financial future. Reach out today for bespoke financial planning solutions designed to help you succeed.

Meet Josh

Josh graduated from Nottingham Trent University in Business Management in 2019. He entered the Financial Services Industry as a Trainee Adviser and joined Intelligent Financial Advisory in 2019 where he was enrolled in a apprenticeship scheme. Josh managed to complete the course in record time of 8 months.

Josh currently holds the Diploma in Regulated Financial Planning from the Chartered Insurance Institute (CII), which enable him to advise his clients on pensions, investments, and protection policies.
As an Independent Financial Adviser, Josh works for his clients, not for the product provider. He attends to the entire process from start to finish, researching the whole market using the latest tools and technologies, saving you hours of wading through and completing paperwork.
He is mindful that you need a bespoke financial plan that’s crafted just for you and your family – and that’s what he can provide. Josh’s outside interests include going to the gym, skiing and football.