Seeking professional financial advice can involve a reasonably high fee.
However, there is significant value in paying for financial advice and financial planning. You just need to know the key moments in life when it can pay to pay for advice.
Fund manager 7IM has shared a list of 7 key moments when it could pay to take financial advice.
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0:00 Seven times in your life you should speak to a Financial Planner
1:42 Getting married
3:10 Getting divorced
4:15 Having children
5:51 Receiving a windfall or inheritance
7:20 Retiring
9:57 Passing wealth on
11:51 Staying flexible
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Martin Bamford is a Chartered Financial Planner, Fellow of the Personal Finance Society and Director of Client Education at Informed Choice.
He’s author of three bestselling personal finance books:
The Money Tree: [ Ссылка ]
Brilliant Investing: [ Ссылка ]
How to Retire 10 Years Early: [ Ссылка ]
Martin is a co-author of Harriman’s New Book of Investing Rules: [ Ссылка ]
Martin is responsible for investment management research at Informed Choice and is our media spokesman. He is the host of the popular Informed Choice Radio podcast: [ Ссылка ]
Listen on Apple Podcasts: [ Ссылка ]
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We help people just like you find answers to the big financial questions, making sure you can live a meaningful life as a result.
As an award-winning firm of Chartered Financial Planners working in Cranleigh and Petersfield, we know a thing or two about Independent Financial Planning.
Our team of Financial Planners use their knowledge and experience to deliver impartial and unbiased independent financial advice which will remove stress, bring your goals closer and deliver real financial security.
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Informed Choice Ltd. Authorised and regulated by the Financial Conduct Authority.
The guidance contained within this video is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Past performance is not a guide to future performance, nor a reliable indicator of future results or performance.
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