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It’s All About You
Imagine going on a date with someone who spends the first half of the evening telling you about how wonderful they are. Not much fun for you! But the second half of the date will be better, won’t it? Well, for the second half of the date they let you tell them how wonderful they are. No matter how wonderful they are, it’s unlikely you’ll want to consider a long-term relationship.

 

Unfortunately, most financial services companies operate in this manner. A meeting might go along the lines of, “We're the best company in the market… we're unique, we'll build a tailor-made plan to help you achieve your goals…we'll make your money grow faster than the competition... aren’t we wonderful?” - followed by a short questionnaire which requires you to make your answers fit their boxes. Most financial advisers are trained to sell products, not to deliver a long-term consultative service. Not much of a basis for a long-term relationship is it?

 

The specialised service we provide means that you can leave all the financial stuff to us, and concentrate on the things that motivated and inspired you in the first place! At Forty Two, we understand that it isn’t about us – it’s about you. That’s why the first thing we do is to get to know you, understanding your dreams and aspirations. We’ll guide you towards achieving whatever it is that’s important to you, whether you want to take the time to travel to far-flung exotic destinations, or make sure your family is financially secure...

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the long and winding road

This month: Death And Taxes Pt 1

We take a look at the history and potential future of Inheritance Tax given the Government's need to raise money any way it can.

iN THE NEWS
'Forty Two featured in Professional Adviser magazine
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THE INFORMED INVESTOR
Download our PDF guide on how to make smart investment choices in today's volatile market...

EVIDENCE BASED INVESTMENT SOLUTIONS

Forty Two Wealth Management are proud to be founder members of EBIS. To find out more click on the image below.

 

 

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Room 6, Ground Floor, Unit 1, Spiersbridge Business Park, Spiersbridge Way, Glasgow, G46 4NG, UK tel: 0141 404 1500 fax: 0141 404 1509
Forty Two Wealth Management LLP is authorised and regulated by the Financial Services Authority
Forty Two Wealth Management LLP is a limited Liability Partnership registered in Scotland (S0301883) Registered Office: 11 Portland Road, Kilmarnock, KA1 2BT