CIRCLE OF SUPPORT

Your close-knit network is made up of the trusted people who support and empower you, and make your life more ful lling. Perhaps it includes family members and close friends as well as a business partner, tness coach or therapist. But how about a nancial adviser? Here are three attributes that make an adviser a great addition to your inner circle.

Composure

While we women are pros at juggling di erent responsibilities, if you can outsource some of the worry about money matters to a trusted expert, that’s one less thing to think about.

An experienced nancial adviser provides the support and stability required to ensure your nancial plans are acted on. We can also help to remove some of the mental load that comes with things such as planning for retirement, meeting tax deadlines or optimising your investment performance. In the last issue, I talked about why tax planning is more important than ever this year. An adviser can help you check you’ve made the most of your allowances before April 5th 2023.

Reassurance

ere are many advantages to having a seasoned professional helping to keep an eye on your nancial a airs. We o er practical, clear advice, as well as calming any nerves that arise from global events – from Covid to the cost-of-living crisis.

We can also give you back the luxury of time, as well as peace of mind, and security that an expert is keeping a watchful eye on your nances – even when it’s the furthest thing from your mind!

Financial advisers come from all walks of life, too – they might be a parent or have elderly relatives to care for and will understand the challenges you face.

Empowerment

Financial advice is collaborative – as advisers, we’re here to support you in making your own choices. By becoming your con dante and having a close bond, we develop a deep understanding of your future goals. We can anticipate your wants and needs, have a like-minded view, and set goals that are tailored to you as an individual.

e adviser–client relationship is designed to be a longterm one, and people often nd that their adviser comes to feel like a member of the family, sitting around the kitchen table as a trusted source of personalised information who knows their situation well, guides them on key decisions and gives them the momentum to keep on top of everything.

Power To You

A good nancial adviser will get to know you as well as your friends do, bringing a level of tailored specialist support you simply can’t get from anyone else in your network. If you don’t yet have a nancial adviser in your power team, now’s the time to seek one out. Contact me today to arrange a no-obligation chat.

Samantha Kaye Chartered Adviser, Wellesley

E: samantha.kaye@sjpp.co.uk www.wellesleywa.co.uk e value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. e levels and bases of taxation and reliefs from taxation can change at any time. e value of any tax relief depends on individual circumstances.

St. James’s Place guarantees the suitability of advice o ered by Wellesley when recommending any of the services and products available from companies in the Group. More details of the Guarantee are set out on the Group’s website www.sjp.co.uk/products.

Wellesley is a trading name of Wellesley Investment Management Ltd. e Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/about-st-james-place/our-business/ our-products-andservices. e ‘St. James’s Place partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Wellesley Investment Management Ltd: Registered O ce: 44 e Pantiles, Tunbridge Wells, Kent, England, TN2 5TN. Registered in England & Wales, Company No. 06530147.

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