Seeking professional financial advice is not only good for your bank account, but it will also help provide you with peace of mind knowing that your future is in good hands. When it comes to delivering better outcomes for our customers, we not only believe financial advice is game changing – we have the numbers to prove it.
This does not constitute advice and advice should be sought in all instances before acting on it.
Statistics provided by Royal London
The financial benefits of advice
It shouldn’t be a surprise that people who follow the advice of a financial adviser tend to save and earn more than someone who goes it alone. Advisers can help you prioritise throughout your life and will help you create a financial plan specifically for you.
Did you know that clients who take financial advice can be on average £47k better off after 10 years? Plus, they can see an uplift of £31k to their pension wealth and a £16k increase to other financial assets.
The emotional benefits of advice
There aren’t just financial benefits to seeking professional advice. Being confident and feeling in control of your finances will spill over into other areas of your life; being financially secure alleviates money worries, letting you focus on the more important things in life.
Top three emotional benefits of having an adviser:
- Feeling more confident in financial plans
- Feeling in control of finances
- Peace of mind
Top three qualities that customers value in their financial adviser:
- 82% – Quality of advice and expertise
- 81% – Trustworthiness
- 81% – Communication style
The key benefits are amplified by an ongoing relationship
Customers who talk to their adviser regularly are up to 50% better off than those who only receive advice once.
Of course, the longer you work with a trusted financial adviser, the more they’ll learn about your life, your priorities, and your goals. The better they know you, the more they can do to help.
Those who have an ongoing relationship with a financial adviser are up to two times more likely to feel the top emotional benefits of having a relationship with their adviser.
With our decades of experience of working with doctors and dentists, we’re well-versed in the often unique situations healthcare professionals find themselves in and can provide advice catered especially for you. To reap the full benefits of a relationship with a trusted financial adviser, get in touch with us today.
Let’s work together to improve your financial future
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Dental & Medical Financial Services have been helping doctors and dentists to build and protect their wealth, whilst saving tax for over 25 years.