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Episode 15 – Defining the value of financial advice

In this episode of In the know

Neil Clarke discusses the value of financial advice with Nathan Munt. 

Their conversation focuses on creating and sustaining strong relationships with their clients, why advice is important, as well as why some of the benefits of financial advice are not necessarily financial.

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Episode 15 – Defining the value of financial advice

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'Our experience of their work, from the initial review of our pension arrangements, through to a fully managed change of pension supplier and placement of our insured benefits, has been outstanding. The service, support and expertise provided has at all times been beyond our expectations. They are a truly excellent supplier with whom we hugely enjoy working with.'
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Kerry Holmes | Financial Planner
'During this time [Coronavirus Pandemic], I have required support with my portfolio and needed questions answering. This has been fulfilled to my total satisfaction and reassurance.'
Liz Burrows | Financial Planner
'Their advice has added value to the services we provide as a People Team, and in turn the benefits that our people receive. I would highly recommend their services.'
Andy Campbell | Workplace Pensions Specialist
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Kevin Froggatt | Financial Planner
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Graham Moore | Financial Planner
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Nathan Munt | Financial Planner
'I am extremely grateful for your understanding and patient approach to dealing with this for me. Thanks Nathan.'
Nathan Munt | Financial Planner
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Beverley Lee | Senior Employee Benefits Consultant
'I am delighted that Liz was recommended to me. She is super knowledgeable, incredible trustworthy, makes the world of pensions easier to navigate and to top it all off she is just a really great person.'
Liz Burrows | Financial Planner
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Graham Moore | Financial Planner
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Angela Carpenter | Financial Planner
‘We are delighted with the friendly, personal and easy-to-understand advice we receive from Kevin. He always responds quickly to any queries and is very flexible in his approach. Finally feel like we are in control of our finances.‘
Kevin Froggatt | Financial Planner
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