The Financial Planning Centre Ltd.

11/09/2024

Our new boards go live next week

Keep an eye out for them at Guiseley and Menston Train Stations 🚉

10/09/2024

Shout out to our newest followers! Excited to have you onboard!

Mike Olesker, Peter Muldoon, Kevin Thimm, Hayley Ann Leeming, Matthew Clayton, Michael Tomlin

05/09/2024

03/09/2024

Our boards at Menston and Guiseley Train Stations go up this month. (Sept 2024)

Please keep a look out 👀 and get in touch for any Pension and Retirement Advice.

16/04/2024

Financial advice can have a significant impact on individuals' and families financial health and wealth throughout their lifetimes and into retirement.

The benefits of receiving financial advice with stats are detailed below:

1. Improved Saving and Investment Habits: A study by Vanguard found that working with a financial adviser can add around 3% in net portfolio returns over time. This is due to advisors helping clients implement suitable asset allocations, effectively rebalance and maintain their portfolios, and employ tax-efficient strategies.

2. Greater Wealth Accumulation: A report by the International Longevity Centre in the UK found that individuals who received financial advice were on average £47,706 wealthier (in pension wealth and financial assets) than those who did not receive advice.

3. Increased Confidence: A survey by the Financial Planning Standards Council found that 79% of those who had a comprehensive financial plan felt they were on track to achieve their financial goals, compared to just 34% of those without a plan.

4. Protection Against Market Volatility: Financial advisers can help clients navigate volatile markets and make informed investment decisions, reducing the likelihood of panic selling during market downturns and buying high during market peaks.

5. Greater Retirement Readiness: According to a study by the Employee Benefit Research Institute, those who sought advice were more likely to calculate a retirement savings goal and express confidence about their retirement prospects.

These statistics underline the value of financial advice in helping individuals manage their finances, make informed decisions, and achieve their financial goals.

Get in touch today to see how we can help you, and preapre you for your financial future.

The FPC
0113 270 8660

05/04/2024

Has anyone used LinkedIn navigator to prospect new clients / customers or leads for your business?

Any help or advice appreciated 👍🏼

03/04/2024

Keen to speak to any accountants or solicitors who want to expand their client proposition into wealth management and financial advice.

We have 5 financial advisers at The FPC available to help you and your clientele navigate the complexities of investing and planning for retirement.

Call 07769150124 or 0113 270 8660 for a confidential chat and how working together, we can provide a holistic solution for your clients.

14/03/2024

We have news.

New adviser covering North Yorkshire and surrounding areas.