Feeling lost? You certainly aren’t the only one.
Perhaps you’re getting married, your family’s growing, or you’re considering a change career. Maybe you’re thinking about retiring or paying for long-term care, either for yourself or a loved one. Or perhaps you’ve recently lost a parent or partner and your financial circumstances have changed.
Whatever stage of life you’re planning for, there seem to be so many questions that it can be hard to see the wood for the trees.
What you need at times like these is the clarity and peace of mind that come with having a financial plan.
The Evidence-Based Investor recommends that everyone has one. That’s why, in conjunction with our strategic partner Second Life Financial Planning, we offer to connect readers in the UK who don’t have an up-to-date plan with a suitable financial planner.
All of the planners we recommend are personally known to us, are highly professional and ethical, and have a fair and transparent charging structure. They also have an evidence-based investment philosophy that is closely aligned with our own.
Everyone’s needs and circumstances are different. You may be looking for a one-off financial plan, or you may want someone to work with you on an on-going basis. You may want someone to manage your investments for you, or you may prefer to do that yourself.
Perhaps you want to become your own financial adviser and what you really need is some coaching, mentoring and personalised education to equip you for it.
Whatever it is you think you need or want, we are here to help you.
Simply submit your name and email, then click on the button to complete the questionnaire. This will allow us to find the most suitable financial planner for you.
You will then be sent the details of the planner who we feel most closely matches your specific requirements. We will inform that planner that you may be contacting them, but there is no obligation for you to do so.
If you subsequently choose to work with the financial planner we recommend, he or she will pay Second Life Financial Planning a small introduction fee. But you will not pay any more than you would have done if you had engaged the planner directly.
So go ahead. Submit your details in the box below and complete the questionnaire. We aim to respond to all enquiries within 48 hours. If you don’t receive a response within a few days, please check your spam or junk folder in case your email provider has sent it there.