The Role of a Financial Advisor

Finally, the question often arises: “What is the role of my Financial Advisor”? This is obviously a complicated question with an equally complicated answer.

The role of a Financial Advisor is to assist clients to make sense of market factors and to formulate a strategy, together with the client, to navigate the complex world of investing. Principally this will help clients avoid short-term knee-jerk reactions that will prevent them from reaching their individual long-term investment goals.

Your financial advisor should keep a constant eye on your investments so that you can rest-assured that you are in good hands.  With all this in mind, we would encourage you to talk to your financial advisor to ensure you invest wisely and avoid unnecessary costly mistakes. Having provided this summary overview of this volatile and challenging year for markets and investors, all that remains if for me to wish you and everybody close to you a joyous festive season and a prosperous New Year. Should you be travelling over the festive period please travel safely and we look forward to all that 2023 will offer us.