How a GOOD Financial Adviser can help you Retire Earlier (it's not what you think)
James Shack
@jamesshackAbout
A financial planner making videos about money, financial independence and living a good life. Disclaimer: All of my views are my own, and not representative of any company. Any personal opinions, ideas, and tips represented on this channel should not be seen as financial advice or a recommendation to take any specific course of action. James Shack™ property of James Shackell Copyright © James Shackell 2014. All rights reserved. The author asserts their moral right under the Copyright, Designs and Patents Act 1988 to be identified as the author of this channel and any video published on it.
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Video Description
Like investment returns, an adviser adding value to your finances is not guaranteed. You may get back less than you pay (or invest!). But, hopefully, this video gives context to how GOOD financial planners can add considerable value over the long term. Looking for help with Financial Planning? I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about working with us, please follow this link: https://go.novawm.com/yt/70 Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to investing. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. We do not provide tax advice. Any examples used in the video are for illustrative purposes only and you may get less back than the figures shown. This video does not constitute personal advice. We do not take any responsibility for third party websites and content we may link to from this video. Issued on behalf of Nova. Nova is a trading name of Nova Wealth Ltd, which is authorised and regulated by the Financial Conduct Authority (FRN: 778951) and is a limited company registered in England & Wales (10739796). References https://docs.google.com/document/d/1qyzv5E9Mw4sfLbNfg5uMq6vlDu4Ut-z857m58d2iKs4/edit?usp=sharing 00:00 Intro 01:34 The Costs 02:00 The Power of Good Financial Planning 03:46 What you think it is Vs What it actually is 10:17 What is the cost of not doing this properly? 10:45 What is the definition of success 11:37 Quantifying the value of advice 12:39 Quantitative value examples 17:19 Types of people most likely to benefit 22:33 Risk Vs Reward James Shack™ property of James Shackell Copyright © James Shackell 2023. All rights reserved. The author asserts their moral right under the Copyright, Designs and Patents Act 1988 to be identified as the author of this channel and any video published on it.
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