Why seek financial advice?

By FMB on 

Posted in: 

A new publication by Aegon dropped into my inbox this week. It's designed to encourage consumers to take financial advice. With access to so much information on-line you might wonder how there is still a market for face to face advice, but as the sign in some GP practices points out; "Don't confuse your Google search with my medical degree!", the same applies.

The booklet looks at the main reasons people seek advice. It also explores ways in which financial planners can support you and the kind of problems they can help you overcome at different life stages.

The part I enjoyed reading most was the myth busting section and the surprising statistic, (well not surprising to me I suppose) that 9 out of 10 consumers in their survey rated the advice they recieved as good or very good.

You can read the booklet on the Aegon website yourself.

https://www.aegon.co.uk/content/dam/ukpaw/documents/why-seek-financial-advice.pdf

© FMB 2017 - 2025. All rights reserved.
Financial Management Bureau Limited is authorised and regulated by the Financial Conduct Authority.
Financial Management Bureau Limited is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

Top