Breaks Wealth Management Ltd
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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Hi I'm Paul
30 years a adviser so I've seen a few changes in my time. I believe that money is like a language and the more you understand a language the better able you are to converse and enjoy the country you're in. So I see my job as teaching the language of money in all its guises i.e.
pensions, investments, protection so that clients can make better informed decisions.
Well I'm going to say see above aren't I but I would say what differentiates us is that we also see financial planning as a journey. A journey we go on with you. Like any journey you inevitably feel different at the beginning than at the end. All the "what ifs?" get answered along the way and like any journey there can be stormy weather at times but because we travel with you and have made thousands of similar journeys are support and reassurance takes away much of the "what ifs?"
In plain English we review all plans and planning with you on a regular basis so that as were changes are needed because of circumstances, personal or legal, we can make them and because you now know the language you will better understand the reasons why.
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