Investments do rise and do fall in value and we strongly advise that professional advice is taken before investing your money
In my role I get to meet some very interesting and sometimes very intelligent people who you think "wow they are really smart"…
But sometimes I find that despite a person's intellect, when it comes to money, they just don't get it.
When meeting with new potential clients, who on the face of it seem to tick the boxes in terms of the type of person we can help, I can clearly see how we can help take them from where they are now to where they want to be i.e. financial freedom.
It can be frustrating as a professional Adviser when I feel I understand their dilemmas and what they are looking to achieve with their money, but they are focused on 'buying a product' rather than seeing the bigger picture. Ultimately money is there to give you the ability to live the kind of lifestyle you really want and therein lies the freedom, but it doesn't happen automatically, and strategic planning is key to achieving success.
Every journey begins with taking that first step, or perhaps having the right conversation...
Steven is a Fellow of the Personal Finance Society, whom is passionate about investing and getting the most from your money.
Steven Mufti & Associates Ltd is authorised and regulated by the Financial Conduct Authority.
Financial Services Register Number 607613.
Registered in England & Wales, Company number 8664240.
Registered Office address: 27 Armitage Court, Ascot, Berkshire, SL5 9TA.
Telephone: 01344 623811 Email: email@example.com
The guidance and or advice contained within this website is subject to the UK regulatory regime
and is therefore primarily targeted to customers in the UK.
The FCA does not regulate taxation advice. The value of your investments may fall as well as rise.
Financial Conduct Authority register: https://register.fca.org.uk/ShPo_FirmDetailsPage?id=001b000000NMlk7AAD