As Financial Planners we often focus on the financial consequences of a client taking a particular course of action.
Is it the right thing to do or is a an alternative likely to produce a better result?
But as well as the financial consequences of a course of action we are always very mindful of the non-financially quantifiable benefits.
In the Moneywise Guide – How to Retire in Style (available from WH Smith) one of our clients has some kind words to say about how we took away the stress of him having to make a choice of what to do with his pension plans on retirement.
It is easy for us, as professional advisers, to forget how stressful the pensions subject is.
Not only are the choices something of a minefield but the consequences of getting it wrong are potentially very damaging for a long period of time.
Bespoke advice is in our view a very valuable commodity.
It can enhance your financial position as well as your emotional well-being.
