Episode 3 – Concept 3 (Time and expertise)

In this episode of In the know

Mark Brown discusses time and expertise with Kerry Holmes .

Managing your assets/wealth takes time, knowledge and expertise. How much time you spend will be determined by where your assets are held and how involved you are, and want to be, in their management.

How much time do you want to spend managing your assets and are they currently organised to reflect this?

This is part of our podcast series focusing on our ‘Seven concepts of financial planning‘.

0:00 / 0:00

Want to hear more?

To listen to other episodes of in the know, visit our podcast page.

Resource centre

Smart Pension Schemes salary exchange - Employees holding clipboard

Smart Pension Schemes: your guide to salary exchange

Inheritance Tax - Multigenerational family sitting at beach

A post-Budget example: Inheritance Tax

Autumn Budget 2024 - young family watching planes at airport

Autumn Budget 2024: Summary for individuals

Autumn Budget 2024 - employees in meeting

Autumn Budget 2024: Summary for businesses and charities

Understanding investment risk

Group Life Insurance -Workers in blue overalls speaking to their manager

Five key facts: Group Life Insurance

What our clients say

'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.'

'Beverley and the team have been great to work with and provide much-needed support in a professional and timely manner. We highly recommend their services to other employers.'

'I know you have done your best. You have kept in touch and your conversations have always left us feeling that you care.'

'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.'

'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.'

'I have been very impressed by how I have been looked after by my personal financial adviser and I'm entirely happy with the service she has provided.'

'[I have] no concerns because I know I can always contact my financial adviser either using email or the telephone. Very happy with the service received to date.'

'A very professional and helpful organisation - with a team always willing to assist and provide support.'

‘Kevin has been my financial adviser for a number of years and with his years of experience in the financial world he gives extremely sound and completely independent advice. I could not recommend Kevin more highly as a person to trust in the complicated world of finance.’

'You have been invaluable, giving me peace of mind concerning my financial affairs for many years.'

'Thanks for your help and the great service.'

'I am extremely grateful for your understanding and patient approach to dealing with this for me. Thanks Nathan.'

'Lucas Fettes have been dealing with our Health Insurance Cover forever and I would highly recommend them to deal with your requirements.'

'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.'

'My adviser made me feel he had my best interests at heart and I believe he organised the best retirement package for my needs.'

'I am very happy with the professional and friendly service I recieved from Angela Carpenter of your Chichester office.'

‘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.‘

How do we do it?

Our processes ensure we maintain the highest standards and continue to deliver suitable outcomes for our clients.