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The Discipline of Regular Check-ups

February 20, 2024

I love my job as a Financial Planner, and honestly, most of the time, most of our clients seem to quite enjoy coming in and spending time with us, reviewing their plans for the future. But sometimes, some clients will say ‘is there any point in meeting this year – nothing has changed?’, and this is a valid objection.

However, I liken it to ‘My teeth are fine, I brush every day, I don’t need to go to the dentist or hygienist’ – which makes almost everyone wince, because whilst skipping a review of your financial plan doesn’t seem like it has any short-term effects, everyone knows that skipping the dentist will make your teeth fall out.

In this video I’ll try to impress on you why seeing your financial adviser regularly is just as important as bits of metal in your mouth, and hopefully more fun!

Dentist

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The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.

Knowledge & resources

The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.

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