Relationship First, Advice Second


Being a Financial Adviser is much more than sorting out/providing Financial advice. I firmly believe the relationship between adviser and client(s) has to be built on trust, and one where you become part of the inner circle. That also means becoming a dependable part of someone’s network, a trusted ear.

The relationship is a long term one where you will take steps together on the journey, improving your own well-being, confidence and also empowerment to make informed decisions, together with ensuring your finances work as hard as they can for you.

Check out this article

The article provides other areas for thought and to provoke thought. Working with the right Adviser is key, as you “have to get on” and you have to have trust.