Viewpoint: How financial advice adds more value to your life than you may realise

How financial advice adds more value to your life than you may realise graphic

How financial advice adds more value to your life than you may realise

Traditionally, the value of financial advice has been measured by monetary results of investment performance and returns. Today, the cost of living crisis is causing many to re-evaluate the benefits of financial advice. 

These days, financial planning is about more than simply looking after your money and protecting your wealth. As well as helping you see results in pounds and pence growth, we can also help ensure you are prepared to meet the challenges you may face in life.

Financial advice isn’t just about your money, it’s about your life!

 

A great financial adviser can serve as an objective ear and help you to prioritise your future spending, helping you to deploy the money that you have in a more meaningful way. Longevity and the ability to live your best life are inherent to great financial advice.

So, helping you to understand how a healthier lifestyle can help you to achieve your goals is another important aspect of our role. 

With a wealth of knowledge about healthy choices now available, small changes can improve your  quality of life and help you live longer and in better health. The ripple effect of living a good life means adjusting your plan to ensure you have enough money to last for a comfortable future.

The unseen value of free support services you can access!

 If something unexpected were to happen, insurance products and policies can provide valuable peace of mind to you and your family. This could include being too sick to work, suffering a life-threatening illness, or death.
 
In addition, insurance products often also include a wide range of practical and emotional support services. Many of these additional benefits are available at no extra cost and can be used by your family members too. These extra benefits are usually available as soon as your policy starts and remain open to you and your family until the policy ends. This kind of added value is automatically built into your insurance policies but can often be forgotten about or overlooked.
 
Although the type of complementary services will depend on both the policy and the insurance provider, they tend to be fairly similar and could include:#
 

Medical related services

  • 24/7 access to a doctor through a virtual consultation 
  • An expert second medical opinion on your diagnosis 
  • Private prescription services 
  • Medical care while abroad

Counselling services 

  • Mental health and other support services – usually remote and without a long wait 
  • Physical rehabilitation 
  • Support to help you get back to work

Preventative services 

  • Nutritional support
  • Health checks
If you’re worried about the rising cost of living and want to reap the financial and emotional benefits that speaking to a financial planner can bring, Yellow Brick Mortgages can help! 

Yellow Brick Mortgages can help you work out what could work best for you.

*Courtesy of Yellow Brick Mortgages: Viewpoint. 
Watsons Chartered Surveyors

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From all of us at Watsons, - Have a Merry Christmas and Happy New Year!​