Working with an advisor

Providing timely, cost-effective and professional advice is without doubt central to a financial planning service.  However, it is important to appreciate the unseen added value that working with a financial adviser on a regular basis adds

Providing timely, cost-effective and professional advice is without doubt central to a financial planning service.  However, it is important to appreciate the unseen added value that working with a financial adviser on a regular basis adds

  • Communication Skills – advisers can translate complex products and explain solutions in a simple and meaningful way.
  • Counselling Skills – enable advisers to deal with a range of sensitive situations in an objective, professional and caring manner.
  • Trust – builds long-term client relationships and allows advisers to do the financial worrying on their clients’ behalf.
  • Financial Education – helping clients to properly understand their finances and spending patterns helps create more effective financial management.
  • Behavioral Coaching – objectively helping clients to understand potential irrational investment behavior, especially in times of uncertainty.
  • Specialist Knowledge – enabling adviser to provide technical advice in specialized or niche areas.

Cestrian Life & Pensions Limited is an appointed representative of LJ Financial Planning Limited, who are authorised and regulated by the Financial Conduct Authority (FCA), 12 Endeavour Square, Stratford, London, E20 1JN. Our firm reference number is 507741, LJ Financial Planning reference number is 429142.