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The Value of Advice

In an age of robo-advice and AI, it can be tempting to think managing your finances is something you can manage yourself without an adviser. But as in any area of life, seeking and heeding wise counsel can make the difference between success and failure.

As your adviser, we help you to figure out your attitude to risk, suggest an appropriate portfolio for you, and we then implement that advice with your agreement. That implementation often uses wholesale funds not available to the individual investor and includes monitoring of fund managers and regular rebalancing. Expert guidance can help save time, a precious resource in the modern world, and much effort that could be utilised to accomplish other personal goals.

But apart from taking the practical aspects of investing off your shoulders, arguably the greatest value we as advisers give lies in providing perspective and reassurance. Investment markets can be volatile and when it comes to something as important as your money, emotions can cause kneejerk reactions when markets dive.  It can seem like the end of the world when a pandemic hits, or tech bubbles burst, but experience shows us that is not the case. The chart below shows the steady rise of markets over time, despite big stumbling blocks from global events causing short term sell-offs.

At Axiome, we have helped advise clients for many years on their financial journeys and through the ups and downs of the market, helping them to stick with their portfolios. Buy and hold strategies usually generate superior long-term returns. When changes do need to be made to your portfolios, for example when big life events occur, or your personal circumstances change, our specialised knowledge can help you to make better strategic decisions.

Sometimes, financial advice is not just about finding solutions but also about receiving reassurance. Encouragement from your trusted financial adviser can boost confidence and provide the motivation needed to stay committed to financial goals.

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