Mar 28, 2024 | EWAN ROSIE

Three emotional benefits of working with a trusted financial adviser

When it comes to finances, evidence promotes feelings of reassurance, helps to control emotions, and stops us making rash decisions about money. That’s why we share lots of it with our clients! But it isn’t just about the facts, sometimes it’s about feelings – here we look at the emotional benefits of working with a trusted financial adviser…

Focus – Can you confidently say what you want your money to do for you? Have you considered what money means to you, how you want your retirement to look or what you need to do get there? The answers to these questions are very personal but it’s part of our process to help you answer them – it’s what drives us.

We focus on building a bespoke relationship with clients so that your money isn’t only working for you now, but also in the future. Taking this holistic approach connects your money and your mind so that your adviser can create a joined-up plan that encompasses everything.

Natural instincts – It’s natural to think only you can truly act in your best interests, what’s that old saying ‘if you want something doing right, do it yourself!’ Well we’re here to tell you this doesn’t apply to your investment portfolio.

Doing it yourself can be detrimental to your success. You end up taking every win or loss extremely close to heart and quickly the goal can shift to avoiding losses rather than setting yourself up for potential wins.

When you think you’re in control of your portfolio you are most likely falling into a pattern of short-term, stock picking – if you think you can time the markets, think again. A financial adviser always has your best interests at heart, they can make impartial decisions that prioritise your future.

Disciplined approach – We all fly high when we experience success, it’s part of being human – of course we’re going to enjoy the good times. It’s very easy to get caught up in the highs but, as we all know, there are two sides to every coin. Who is there to guide you when tough times hit? During these times you might feel the urge to make changes to your investment portfolio but it’s possibly the worst time to act.

Any changes should be based on evidence, your appetite for risk and importantly what you want your money to help you achieve in the future. Could you be sure you’d take all these things into consideration during a flurry of emotion? Your financial adviser can.

We’ve all experienced a challenging time recently, from market volatility to worrying about our family and friends. It’s times like these that only enhance the benefits of working with someone you trust so that you can successfully manage your emotions and put your valuable energy into the things that matter most to you.

If you feel you need some support when it comes to evidence or emotions, just let us know, we’re happy to help.



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