Using a Financial Adviser in Cornwall for clear financial planning.

How well do you understand your finances? Your pensions? Your investments? Your estate? If youre unsure of the state of these and other finances, it may be time to get advice, and that where Blueprint Financial Services  can help. Working with our experts, you can arrive at a clear financial plan. But before we get to that stage, let explain how it works. 

What does working with our financial advisers involve? (and when is advice appropriate?)

When you work with one of our financial advisers, our expert will supply sound, coordinated financial advice, tailored to your concerns and ambitions. We focus on what you want to achieve and then consider our tools and resources to help you reach your goals. This is different from traditional service-first methods where advisers place the emphasis on the service provided, rather than their client’s actual needs.

Whatever stage of life you are at it never too early or too late to ask about:

• buying your first home
• protecting your family
• paying for the treats as well as the essentials after retirement
• how your family will afford to look after you if you need long-term care
• ensuring your wishes are met when you're gone.

The stages of the advice process

When you work with us, you get more than a one-off meeting. Our professionals will take you through a number of stages:

• Initial discussion: we meet to discuss your personal circumstances and your financial situation
• Goals and concerns: we (listen to) identify your objectives and any concerns you may have
• Analysis: We go over our analysis of your financial position and explain our initial thoughts.
• Your financial plan: Now we have all the information we need, we’ll present your Personal Financial Plan.
• Implementation: Once we’ve agreed the plan with you, we’ll put it into action.
• Review and update: With Blueprint, the relationship doesn’t end here. We’ll review your plan with you and provide updates.

 How you pay for advice

Cost is an important consideration when getting financial advice. However, most people find it worthwhile. A recent survey of 1,000 adults revealed that 43% primarily view the fees they pay as 'a reasonable cost,' while 36% viewed them as a 'necessary expense' in their financial future.

At Blueprint, you can expect to pay up to 4% of the money you're investing. 

The role of client and adviser throughout the relationship

Blueprints advisers are there for you at every stage of your life, from late teens, to mid-life and right through to late retirement and end of life. Whatever your financial position, well be there to support you with the highest standard of professional guidance, so you have peace of mind.

Next steps:

Blueprint’s well-situated advisers can support clients in Cornwall in creating a clear financial plan suited to their goals and financial circumstances. For expert help, get in touch.