April 11, 2016 Simon Jeffries

Why you need a Lifestyle Financial Mentor?

Asset Wealth Creation Limited (AWCL), is a business, which offers lifestyle financial mentoring, it was created to rescue financially successful people from their Independent Financial Advisers (IFAs).

We are not an IFA, we are financial mentors (Oxford dictionary meaning of a mentor…. “a wise and trusted counsellor or teacher”. We have over 50 years of experience in financial services arena.

How many of you have worked with or have got an IFA?

How many of you are happy with them?

We are hoping that most of you have some of the good ones, however, the probability is you haven’t.

There are around 22,557 IFA’s in the UK, (source: FCA, Professional Adviser), As an experienced financial adviser, you could earn up to £40,000 a year. If you are working in a management role or in private client advice, you could earn up to £70,000 a year. (source: nationalcareersservice.direct.gov.uk).

Most of them will claim that they will work with you on a holistic, total lifestyle planning approach. Very few will actually do this properly.

Our experience with various IFA’s, has been that product tends to lead the way, which is really not what you may need. Many IFA’s have come from an insurance related or similar sales background.

How can anyone give you proper financial guidance if they do not know your detailed financial status? That is, a really good understanding of your assets and liabilities, net worth, cash flows and expenditure.

Equally so, does your IFA really get to understand your current and future lifestyle? If so, then great, they are one of the better ones.

I am genuinely interested in helping clients achieve their desired lifestyle, without risk of running out of money – or dying with too much.

It’s not about just fact-finding, its about really understanding clients wants, needs and desires.

Life is not a rehearsal, we all need to be out there and living it!

What is the truth about money? It’s not about which fund manager is better than another. It’s about what needs to happen for you to maintain and live the life you have been accustomed to.

How much is enough? How much do you need to enable you to live the life you want without fear of running out of money?

How much do you need?
Is it £3 miilion? £5 million?

What’s your number?

I help clients see what their financial future looks like.

Together we will ascertain if we can work in partnership. My companies core values are in building trust, exhibiting honesty and integrity, along with doing the right thing.

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