Let’s have a chat

i’d like to talk about a common misconception that we come up against when speaking with potential new clients. When we receive a new enquiry, the first thing we do is to have a brief chat, either on the telephone or via Zoom, in order to get an idea of the advice that’s required and to see whether we’re likely to be a good fit for each other. The next stage is to book in a lengthier first meeting, which is much more about your life than about your money. We want to know everything about you: how you got to where

“It can often help to sit in a room with an empathetic third party asking you interesting questions and then shutting up and letting you talk”

you are today and where you would like to be in the future. The idea of the financial plan is to help you use your capital to do all the things you want to do, so when you reach a ripe old age you can look back with no regrets. Sometimes prospective new clients withdraw at this stage, saying that they probably need to do some more thinking about what they want to do with the rest of their lives before they book the first meeting. They say that there are some aspects of their lives that are uncertain at the moment, and they would rather get these resolved before starting to plan. The misconception is that everything needs to be certain in your life before you embark on a financial planning exercise – I’d argue that our lives are almost never in a state of equilibrium and that things are constantly changing. The discussions we will have as part of the financial planning exercise can be helpful in showing you what’s possible and can really help the decision-making process concerning what to do with the rest of your life. There is no need to have all of this completely nailed in advance. It can often help to sit in a room with an empathetic third party asking you interesting questions and then shutting up and letting you talk. I’ve lost count of the number of times that one spouse has said to the other, “You never told me wanted to do that” or “You never told me you felt like that”. It can be really difficult to find the time and the focus to have these discussions on your own – we all lead busy lives! We’d love to hear from you. Our first meeting is free of charge, so what have you got to lose?


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Say hello

If you are interested in finding out how Claritas can help you achieve your financial and lifestyle goals, please pick up the phone and give us a call on 0161 636 9200 or email

Tim Walsham

Tim Walsham
Director


tim@claritaswm.co.uk

Krish Rathod

Krish Rathod
Wealth Planner


krishnan@claritaswm.co.uk

Alison Brimage

Alison Brimage
Wealth Planning Manager


alison@claritaswm.co.uk

Anna Walsham

Anna Walsham
Director


anna@claritaswm.co.uk

Debbie Robbins

Debbie Robbins
Wealth Planning Assistant


debbie@claritaswm.co.uk

Alex Dickinson

Alex Dickinson
Wealth Planning Assistant


alex@claritaswm.co.uk

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182a Heaton Moor Road, Heaton Moor, Stockport, Cheshire, SK4 4DU

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