Jaskarn Pawar talks about Investor Profile’s Company Philosophy
I talk to a lot of financial planners about the future of financial advice and one fear they all tend to share is that financial advice is too expensive to deliver. This fear is that, too many people will not have access to good quality advice and will have to resort to simply buying products on an ad hoc basis.
Investor Profile’s aim is to bridge that gap between really good advice (which is admittedly, expensive) and realistic budgets for normal people with normal financial planning needs.
Our aim as a company is to take the philosophy of providing high quality advice but simplifying the process so that it is far more affordable to buy for ordinary people.
There are several ways in which we do this but the main time and cost saving element for the company and our clients is that we have no meetings as a standard part of the process. Seeing the adviser face-to-face is nice but it’s a large part of the expense. So … what you have to ask yourself is whether you want to pay the pleasure of an adviser’s company, or the actual advice they will give you.
Investor Profile’s view is that the real value is in the advice, so we pour all of our efforts into that process, so that our service is both cost effective and valuable for our clients.
It’s great to know that this has earned us some real recognition across the financial advice industry and we’ve managed to pick up some awards along the way, including the Wealth and Finance International UK Client Choice Award for ‘Best IFA for Straightforward Financial Advice’.
For more information, please do contact us on: 01604 211234 or firstname.lastname@example.org