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Why Take Financial Advice
Before you can determine what the value in paying for professional advice is, you must first understand what a financial adviser can do for you.
Financial advisers help set and assess appropriate, realistic and manageable financial goals. So why should you pay for an adviser when you manage your own money, already have a pension or turn to the internet for all of life's questions? Simple, even a seemingly straight forward financial goal can involve numerous decisions and a lot of time and effort to make your optimal return of investment. Just like you wouldn't want to try to fix a broken-down car without any auto mechanic training or build a house without paying an architect, you should not make life-altering financial decisions without asking for at least some degree of paid for help.
How can we help achieve your financial goals?
At Vance Financial Management, we provide individuals and businesses with clear, straightforward and concise advice. For us it is so important that you feel comfortable and fully understand the advice we're giving you and we do so in a very approachable manner.
We add value by assessing your individual risk attitude and we only guide our clients to investments that reflect their financial objectives, needs and requirements, and period of time they are looking to invest for, in correlation with whatever goals you have for the future.
We don’t look at one solution. We look at an overall strategy for you and we manage that strategy on a regular basis because economic, regulatory, and the fiscal climate always change so they must always be taken into consideration. We pride ourselves on our dynamic and proactive business approach, and over the years as financial advisers, we've
created an excellent reputation for honesty, integrity, and service and fully commit to our four key promises:
- Honest Assessments - We only take on clients when we’re sure we can help them with their finances. If we can’t help you, we won’t try.
- Tailored Strategy - We assess your needs and wants to create a tailored offering that is suitable for your requirements, so you’ll never pay for a service you don’t need.
- Transparency - You’ll never be kept in the dark at any point, we’ll communicate with you clearly in plain English so you know exactly what we’re doing and why, as well as what comes next.
- Personal Communication - Whenever you have a question or you’re confused by something, you can always speak to your dedicated adviser who is never more than a phone call away.
Get in touch
Plan ahead with Vance Financial Management.
Get in touch with one of our financial advisers today.
Kind Wordsfrom our clients
Mr M. S.
Accountant
Mr A. W.
Retired
I was introduced to David Vance, the Director of Vance Financial Management - just prior to the retiral of Jim Kane - in 2013.
I have always found David to be very professional, knowledgeable and customer focused.
My association with David has become a working relationship where I am happy to share all my private and personal information, in return for the best financial advice available. His advice to date has proved to be sound and I am very pleased with the monies that my investments have accrued over this period.
Dealing with David also makes me relaxed, knowing that he understands my lifestyle, he provides me with individual attention by considering the fine details of my financial position, he considers my future requirements and he always emphasises the possible attached risks.
Honesty and integrity are important factors to me and Vance Financial Management are a company that I highly recommend.
Mr J. S.
Retired
We have been clients of David Vance for over 5 yrs now and of all the financial advisers we have been connected with we have found him to be very knowledgeable about the current market and investments that are available. At no time does he put us under any pressure to make a decision but his experience has been invaluable to us and what we want to achieve not only for ourselves but our family. We would highly recommend David and his Company as a Financial Adviser.
Mr W. O.
Business Owner
I have known David Vance for approximately 14 years. Over that period, he has handled my Pensions and Investments. His knowledge and financial advice have stood me in good stead.
I would recommend him to anyone requiring impartial financial advice.
Mrs A.G.
Retired
Having used Vance Financial Management for several years now I would have no reservations in recommending David and his team to give sound advice on any future investments that any of my family or friends would like to make.
Miss A. M.
HR Manager
David always gives me exceptional advice, always taking care to make sure he understands my personal requirements. He visits my home at a time convenient to me and on his last visit, he potentially saved me thousands of pounds by working out that I could pay off my mortgage and invest the money saved in a more appropriate pension fund. Win, win! I am a single parent and don't earn a huge salary. Financial advisers are for everyone though and I am delighted with the advice I have received. See you next year David.
Dr B. B.
Retired Psychologist
At our first meeting with David, more than five years ago, he quickly grasped the key issues in our financial situation and provided advice and guidance which has proved to be a very positive foundation for managing transition to retirement.
When circumstances required prioritisation of attention and energy to other areas of our lives, it was reassuring to know he was continuing to monitor and review. He quickly responded to any questions we had and promptly dealt with matters which required attention.
The prospect of challenges ahead is less daunting, knowing that we have his continued support and interest in ensuring positive outcomes in our financial planning.
W. & M. R
David Vance has been our Financial Adviser since 2013. Over the years he has given us sound advice on our Investments. He has always taken into consideration our views on Risk Factors with positive results.
We feel that we can contact David and his office staff at anytime.
Dr A. M.
Doctor
David has been financial adviser to my wife and myself for a number of years now.
I have always been impressed by his market knowledge , and desire to find solutions for retirement/investments that are best suited to our personal situation.
In addition,David helped to progress a critical illness claim after a fall at home 5 years ago ,resulting in premature retirement, when the company concerned was less than helpful initially.
His visits are always at a mutually suitable time and date , and David is a friendly and welcome visitor.
His investment suggestions and portfolio changes changes have proven to be good choices to date, and we look forward to David's advice for years to come.
