Why Take Financial Advice

Need to speak to us!

just call us on:

0141 202 0753

Or send us a message!

Why Take Financial Advice

Why Take Financial AdviceBefore 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

© 2021 Vance Financial Management. All Rights Reserved.
VANCE Financial Management is a trading name of David Vance Consulting Ltd, a company registered in Scotland (SC346801).
David Vance Consulting Ltd is authorised and regulated by the Financial Conduct Authority (FCA FRN 806587).
The FCA does not regulate tax advice, trusts and wills.
Registered Office: Suite 324-325, Baltic Chambers, 50 Wellington Street, Glasgow, G2 6HJ.
Tel: 0141 202 0753 - Email: info@vancefm.co.uk - Web: www.vancefm.co.uk
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK