How to recognise the role of your subconscious brain in decision-making!
A Financial Planner can act like a critical friend when you are making financial decisions. That financial plan we have set to achieve longer-term goals can go out of the window when we panic or are seduced by the next shiny new idea. Your financial plan can help you protect and build your wealth, securing the future of you and your family. When you are thrown a curveball, it's more important than ever to rely on the calm logical thinking of an expert rather than a gut feeling or intuition. Our subconscious brain can get things wrong!
Vanguard have long been a supporter of financial advisers, their extensive research demonstrates the value of an advised partnership versus going it alone with a DIY approach. Vanguard have been one of the selected fund managers on our investment panel for many years.
Angie Staunton will share how a client-advised partnership helps you avoid costly mistakes. During the session we will examine the behavioural biases a DIY investor would typically demonstrate and how working with a Financial Planner can help clients overcome these unconscious biases leading to improved financial outcomes.
Not only will understanding these biases help you make financial decisions, you may also find them useful in everyday life!
Angie Staunton APFS, MCSI Vanguard Asset Management
Angie is a Chartered Financial Planner with more than 30 years’ experience of working with clients and advisers. She worked as a Professional Pension Trustee before joining Vanguard in 2017. Now responsible for managing adviser relationships in the North of England, she is an advocate for Behavioral Coaching and has a passion for supporting clients and advisers in this area of expertise.
To book a place at this online event contact Ruth Power.