When you refer your clients to a financial planner, that recommendation is a reflection on you. The experience that your client has with this professional can be seen as an extension of the service that you are offering them.
As such, if the relationship does not benefit your client, it can reflect badly on you. That’s why, among the standards and regulations for solicitors and lawyers, there are guidelines about referrals to third parties, designed to protect your clients.
So, before you recommend Ardent, it is only natural that you want to be confident we are acting in your clients’ best interests. That is why we put together our due diligence document for you.
In it, you will find more details about the many positive ways a relationship with us could help your clients.
In summary, here are five amazing benefits could get from working with Ardent.
1. A tailored, client-focused approach
We understand that the needs of every client are unique, and this is at the core of our financial planning process.
As such, we spend time getting to know every client and understanding their current financial position, as well as their short-, medium-, and long-term goals.
This then allows us to create a tailored strategy that aligns with your clients’ desired lifestyle, their attitude to risk, and their overall hopes and ambitions.
These could be common aims such as saving for retirement and offering financial support to family members. However, your clients may have more specific goals like starting a business or buying a holiday home, and we can incorporate these into their plan too.
Ultimately, this means that the financial plan we create for your clients has a clear direction. Any guidance we give them about pension contributions, investments, or protection is designed to get them closer to achieving the things that are important to them in life.
Additionally, if unexpected life events like a divorce or a serious illness disrupt their financial plan in any way, we understand what their priorities are.
Any changes we make to their plan will ensure that they can still achieve the goals that are most important to them.
2. Understand complex financial concepts
Financial concepts can be difficult to understand, and this often means that your clients don’t have the confidence or the knowledge they need to develop their financial plan.
For instance, they may not understand how high inflation or rising interest rates could affect their savings and investments. As such, they cannot make informed decisions about their wealth.
One of the major benefits of working with Ardent is that we can translate these concepts and communicate them to your clients in simple language. Most importantly, we can explain how these things will affect your clients specifically.
So, when they read headlines about the Bank of England (BoE) base rate increasing or volatile stock markets, they know whether these things are likely to affect their own goals.
Further to this, we can explain precisely how different investment options work, and what level of risk is involved.
This allows your clients to invest with confidence and ensure that their investments align with their own attitude to risk.
3. Benefit from a wide range of services
Life is unpredictable and there are numerous outside factors that could affect your clients’ wealth.
Fortunately, at Ardent, we offer support in a wide range of areas including:
- Managing finances on divorce
- Building funds for retirement
- Drawing and managing funds after retirement
- Planning for later life
- Exploring ethical investment options.
Consequently, we can support your clients with many different areas of their financial life. We can also guide them through unexpected life events like a divorce or a serious illness.
In practice, this means that your clients can always come to a trusted adviser that they already know, rather than dealing with lots of different people.
4. Work with award-winning advisers
Your clients need to feel as though they can trust their financial planner and be confident they are working in their best interests.
The awards and accreditations we hold go a long way to building that trust and confirming the quality of the services we offer.
For instance, we are Chartered financial planners who hold accreditations from Resolution, the Society of Later Life Advisers (SOLLA), and the Equity Release Council.
Additionally, thanks to our excellent client feedback we were named as a VouchedFor Top Rated firm in 2022. We are also a New Model Adviser Top 100 financial planning firm – that’s one of the top 100 firms in the UK.
As such, your clients do not need to take our word for it when we say that we can support them and provide excellent financial planning services.
We are independently recognised as one of the leading firms in the UK, so they can place their trust in us with confidence.
5. Peace of mind
During times of economic turmoil, it is easy for clients to panic about their future and question their financial plan.
If their investments lose value, for example, they may be concerned that they will not be able to afford the lifestyle they desire in retirement.
Fortunately, working with an accomplished financial planning firm like Ardent can give your clients peace of mind.
By reassuring them and helping them track their progress, we can demonstrate that they are still able to meet their long-term goals. And if they do need to adjust their financial plan, we can help them do this.
Ultimately, this gives them more confidence and reduces any stress and anxiety they may feel about their finances.
Get in touch
If any of your clients are in need of support with their finances, we are here to help.
Please contact us at hello@ardentuk.com or call 01904 655 330. As an award-winning financial advice company that was a 2022 VouchedFor Top-Rated firm, you can be sure that we’re a bona fide company providing excellent advice and high-quality service.
Please note
This blog is for general information only and does not constitute advice. The information is aimed at retail clients only.
A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Past performance is not a reliable indicator of future results.
The tax implications of pension withdrawals will be based on your individual circumstances. Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts.
The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investments should be considered over the longer term and should fit in with your overall attitude to risk and financial circumstances.
