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When should you get financial advice? Tips from Lance Advisors

Estimated reading time: 5 mins

As one of the most confusing industries in the world, the financial industry can be a deeply confusing place. It’s very easy to feel like you’ve got a strong plan in place, only to find out otherwise. Often, our money won’t stretch quite as far as we would have hoped for or intended. This is why people tend to turn to financial advisory firms such as Lance Advisors. While we often learn about finances through experience, there’s simply no substitute for good advice that you can get in the moment.

Why financial advice is so useful

The main reason why financial advice is so useful is that it can set you on the right path to getting the job done right. When you are simply working on your own working knowledge of finance, then it’s exceptionally easy to make mistakes. You can be using outdated financial advice that no longer applies, or making concessions based on old tax rates and similar problems.

That’s more than a minor issue; it’s one that could put you on a one-stop shop to a total lack of progression. However, it’s important that you don’t just get any old advice; you need the right advice. This is why making sure you are fully prepared before hiring a financial advisor is so important. Since the information they will give you is tailored to your own needs, you need to pick someone who you can trust to give you details and information that you can actually learn from.t

The reason why you need financial advice, though, is simple: you need to be able to understand this complex, ever-changing environment. How we spend our money and how we use that money is often one of the most confusing parts of our money management. How we let that money get invested into different assets and opportunities is another part of the experience.

With the help of proper financial experts, you are much more likely to make informative decisions which are tailored to your own needs.

When should I get financial advice? Why might I use firms like Lance Advisors?

Of course, the only reason you should be looking for financial advice is that you need help making a better decision. Financial advice, though, will leave you better off if you choose to use it in the right circumstances. It’s very easy to make needless mistakes with your finances, which is why turning to companies like Lance Advisors can be so useful in the first place.

The main times when you should probably look to get financial advice are as follows:

  • When you wish to save cash. Sometimes, our money just won’t stretch as far as we want it to. This is obviously a problem and can leave you in the lurch if you are not financially prepared. With the help of a financial advisor from Lance Advisors, you can solve that issue.
  • When you wish to use a savings account. Choosing from ISAs, fixed rate savings bonds and all the other options is enough to make your head spin. If you are unsure of what you should be investing in – or why – then you can easily get professional help from Lance Advisors to help you out with that particular decision.
  • When you want to make an investment. Making an investment in anything from a property to a shares portfolio through to unit trusts or any other investment is a big decision. Getting it wrong can be more than a challenge for you financially. This is why turning to Lance Advisors is so popular for investment advice: it can help you to make better decisions.
  • When you are just starting out on investment. From helping you to work out what kind of research that you need to do through to making sure your money stretches as far as it can in investment, a financial advisor can help you to work out if you are making the right first steps into an investment.
  • When you wish to join a financial wellness program. You might be one of the many workers unsure if your golden retirement age is going to be as secure as it should be. With the help of a financial adviser, you can make better decisions on the financial decisions to make as an employee.
  • When you want assistance on making the right call. Financial advisors are often protected in a way that allows you to not have to take responsibility if their advice goes awry. If you are someone who is unsure about making a financial investment, or worried you’ll make a bad investment, turning to a financial advisor can help to insulate you from this damage.

Getting advice tailored to your needs

Of course, please remember that all financial advice has to be tailored to your own personal needs. You should never take on general financial advice, as it can be out of sync with what you actually need to know. Whenever you go for advice, make sure you pick a company that offers advice specific to your own problems: otherwise, you run the risk of the information not being applicable to the problems that you face.

Why pick Lance Advisors for your financial advice?

Of course, you might be wondering why you should work with a financial advisor. The answer is simple: advisors like Lance Advisors gives you advice that is perfectly suited to your own problem. You simply let the experts know how you want to use your money, and they can work towards using that money for you in the most intelligent and credible manner.

Over time, this is likely to help you make sure that you can see more improvement on your financial decision making. Since the information has to be unique to you, it’s important that you hire an advisor instead of just reading general information online. They can help you to look at everything from your location to your finances and help you to make the right call on what, and where, to make investments.

In as confusing a world as finance, this is invaluable advice that’s sure to help you make the right steps forward and deliver the correct level of progress.

 

About the author /


Simon is a creative and passionate business leader dedicated to having fun in the pursuit of high performance and personal development. He is co-founder of Applied Change, a Business Change consultancy based in the UK. Simon is also an Ambassador for Gloucestershire business. Simon is an Associate Member of the Chartered Institute of Professional Development.

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