How I approach my role as a financial adviser

In this video we spoke to our Chartered Wealth Manager, Sheetal Radia, on how he approaches his role as a Financial Adviser.

Sheetal describes himself as like a financial GP – someone who has a wealth of knowledge of many different areas but knows when to call in experts for specialist help. This approach allows Sheetal to deliver holistic outcomes to his clients.

He goes on to summarise his method for advising his clients.

• Find out what is important to them.
• Find out what their goals are.
• Help them prioritise their goals.
• Then help them to achieve their goals.

View Sheetal’s full video below.

If you or your loved ones require any financial planning support, please do not hesitate to contact us using the call-back form below or the phone number at the top of this page.

Ascot Lloyd can help with:

• Planning for retirement
• Pensions
• Inheritance Tax planning
• Investment planning
• Mortgages
• Protection
• Business financial planning