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Personal investing

Part 4: The role of financial advice in your investment success

You wouldn’t gamble with your health by not seeing a professional, why do it with your financial future? Consult an independent financial adviser to help you get the most out of your investments and to understand the tax implications of your decisions.

“You’ve gotta be in it to win it”, as the well-known saying goes. The same is true for investing. The choice, jargon and other complexities can be overwhelming, but you need to get started to enjoy the long-term benefits. The good news is you don’t need to do it on your own; improve your chances of investing successfully by making use of the services of a good, independent financial adviser

Independent financial advisers are more than just product pickers. They are independent of any service provider and their role is to assist with long-term financial planning. They have the objectivity and experience to help you meet the full range of challenges you might face.

An adviser can help you to avoid common investing mistakes

Independent financial advisers (IFAs) play an important role in helping you make decisions that are right for your circumstances and, importantly, helping you to avoid the pitfalls of investing on your own, which include:

Good IFAs spend time understanding your needs and helping you put a plan in place that reflects your goals and your risk appetite. They help you to invest with discipline and understand how emotions can lead you astray in the investing process. An IFA’s role is to help you look at your finances rationally, and only act for the right reasons.

This article forms part of a series on maximising your tax benefits.

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