One thing we all have in common is how complicated our financial affairs have become. Given the increasing complexity of regulations attached to financial products, falling deposit rates and the pension crisis the country is facing, professional financial advice has never been more important.
Advice from a professional can provide reassurance about your financial situation and show the real value of advice.
The results are clear. Those who have used a Financial Broker:
- have nearly double the savings and investments than those who don’t
- are more than twice as likely to have a pension
- are more financially protected as result of holding more financial products
- feel more financially confident and also feel more confident about their financial future
- The numbers show how much better off those who get advice are than those that don’t.
However, the value of professional financial advice and its effects goes far beyond this. We all want to be confident when making decisions about our finances and we want to have an adviser who understands our personal circumstances – what we have today and what we want for the future.
Choosing the right options for your financial future can be a daunting task. At Orca we will explain the choices available to you in simple language allowing you to make an informed decision.
We get to know you, your personal and financial circumstances, retirement plans and your attitude to and capacity for risk,
We will guide you through the process of meeting your current and future financial needs. We help you to make sense of charges, tax reliefs and benefit options. We advise and assist you in developing a well-researched and structured investment strategy for your Investment or Pension compatible with your attitude to and capacity for risk and designed to achieve your goals as far as possible
We arrange regular scheduled client review meetings so that our clients are kept on track with their own specific financial plans.