Selecting an adviser or asset manager to look after your financial affairs is a difficult task.
There are many options to choose from ranging from Private Bankers, Independent Financial Advisors, Insurance Brokers, Wealth Managers and so on. Everyone claims to be the best, to have achieved the highest returns, to be the most secure, the most innovative – but who should you believe – who should you entrust with your hard-earned savings?
People invariably make decisions, even important financial decisions, based on emotion. Statistically, you are most likely to choose an individual adviser who you like personally, someone who is probably around 10 years either side of your own age – but there is no guarantee this will deliver the desired outcome. That being said, we do feel strongly that a positive working relationship is absolutely essential – after all, life is too short – but rather than rely on emotion may we suggest you take a look at the Client Testimonial tab. The tab includes testimonials written by long term clients – real people who are willing to share their experience of dealing with us over the years.
Whether you are contemplating advice on how best to invest your cash, or you would like a second opinion on an existing portfolio, bank or adviser – to set your mind at rest – we are here to help.
Contact us now to arrange a FREE OF CHARGE Discovery Meeting – this will enable us to get to know one another, which is important, and will confirm whether we should be able to add value to your financial affairs.
Every H Capital Adviser, aged 50 or more, is independently wealthy. There is no substitute for experience and a proven ability to manage money well throughout several market cycles.
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