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    January 24, 2021
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PROMOTION Finding the perfect match Roses are red, ife can be funny, if you meet the right person and don't discuss money W /hen it comes to love, most people think of romantic gestures, moonlit walks and dinner by candlelight. out people's financial landscape and demonstrating, in jargon-free terms, recommendations you require from them. Look for client testimonials, the level of qualifications and ask to see a client service agreement to understand the level of service available. I'm not sure ifany of these would be well received what the future could look like and helping you get there. Employing a financial adviser is the next natural step for anyone who wants That's probably because those of a certain age have grown up on a relatively indulgent diet of Hugh Grant starring in a range of Richard Curtis films. As Valentine's Day hurtles towards us quicker than Cupid's bow, maybe it's time to have a heart to heart about to start thinking about money matters, but according to Gordon, finding the right one is not always straightforward. "A financial adviser is someone who will be working alongside you for many years to come, so it's vital you find the right one for you. The relationship is as much about understanding the individual; their hopes, aspirations, concerns and experiences with money as it is about the technical aspects of taxation and finding the correct financial products. "In many ways, a client and adviser relationship is a bit like a marriage. You must both understand and respect each other, the financial adviser should always answer when it comes to meeting a life partner," Gordon laughs. Many people assume financial advisers are just for the wealthy, but this Is certainly not the case. Getting help can assist with drawing up tax plans, setting realistic financial goals, ensuring you can absorb an unexpected financial shock, finding the most cost-effective way to plan and put procedures in place for retirement. The earlier we set out money matters with the one we love. *When you're lucky enough to meet someone and settle down with them, the future looks the brightest than it ever has," says Gordon Craft, from Chasebridge Wealth Management. He added: "In order to keep that light shining bright, working on your financial future together and putting provisions in place to ensure you are achieving the all-important financial wellbeing should be high on the list." Chasebridge Wealth Management, located in Potters Bar, has been in business for nearly two decades. The company provides a wide range of services which help people to build, grow, protect or preserve their wealth. The highly-skilled team of financial advisers specialise in mapping our financial goals, we can start on the journey and give ourselves a greater probability of achieving all we want and possibly sooner than we expected. "I would recommend couples have a sit down and identify what the key areas are that they want to focus on and exactly what services they require. But even that can be challenging. We're experts in understanding people's concerns and confusion over cash, so get in touch with us today to understand how we can help." the phone when you call, make you a priority, communicate respectfully and be as flexible as possible to make you happy." he says. "Where possible, you should seek a personal recommendation from a friend or family member when it comes to employing a financial adviser and understanding the services and 2A Brosnan House, Byng Drive, Potters Bar, Hertfordshire ENS 1UR 01707 643555 www.chasebridgewm.co.uk Chasebridge Chaotidge Watn Managment Latean Acorted eprertate of andperts orly mons Placs Weat Manogomont pio unichstoroed and guted by he Francal Conduct Ahom tor the pupoe of adveing soty on the Groucs weth magenet products and senices. More dals of which we setoton the Orup's wtte a mo.croduca Wealth Management PROMOTION Finding the perfect match Roses are red, ife can be funny, if you meet the right person and don't discuss money W /hen it comes to love, most people think of romantic gestures, moonlit walks and dinner by candlelight. out people's financial landscape and demonstrating, in jargon-free terms, recommendations you require from them. Look for client testimonials, the level of qualifications and ask to see a client service agreement to understand the level of service available. I'm not sure ifany of these would be well received what the future could look like and helping you get there. Employing a financial adviser is the next natural step for anyone who wants That's probably because those of a certain age have grown up on a relatively indulgent diet of Hugh Grant starring in a range of Richard Curtis films. As Valentine's Day hurtles towards us quicker than Cupid's bow, maybe it's time to have a heart to heart about to start thinking about money matters, but according to Gordon, finding the right one is not always straightforward. "A financial adviser is someone who will be working alongside you for many years to come, so it's vital you find the right one for you. The relationship is as much about understanding the individual; their hopes, aspirations, concerns and experiences with money as it is about the technical aspects of taxation and finding the correct financial products. "In many ways, a client and adviser relationship is a bit like a marriage. You must both understand and respect each other, the financial adviser should always answer when it comes to meeting a life partner," Gordon laughs. Many people assume financial advisers are just for the wealthy, but this Is certainly not the case. Getting help can assist with drawing up tax plans, setting realistic financial goals, ensuring you can absorb an unexpected financial shock, finding the most cost-effective way to plan and put procedures in place for retirement. The earlier we set out money matters with the one we love. *When you're lucky enough to meet someone and settle down with them, the future looks the brightest than it ever has," says Gordon Craft, from Chasebridge Wealth Management. He added: "In order to keep that light shining bright, working on your financial future together and putting provisions in place to ensure you are achieving the all-important financial wellbeing should be high on the list." Chasebridge Wealth Management, located in Potters Bar, has been in business for nearly two decades. The company provides a wide range of services which help people to build, grow, protect or preserve their wealth. The highly-skilled team of financial advisers specialise in mapping our financial goals, we can start on the journey and give ourselves a greater probability of achieving all we want and possibly sooner than we expected. "I would recommend couples have a sit down and identify what the key areas are that they want to focus on and exactly what services they require. But even that can be challenging. We're experts in understanding people's concerns and confusion over cash, so get in touch with us today to understand how we can help." the phone when you call, make you a priority, communicate respectfully and be as flexible as possible to make you happy." he says. "Where possible, you should seek a personal recommendation from a friend or family member when it comes to employing a financial adviser and understanding the services and 2A Brosnan House, Byng Drive, Potters Bar, Hertfordshire ENS 1UR 01707 643555 www.chasebridgewm.co.uk Chasebridge Chaotidge Watn Managment Latean Acorted eprertate of andperts orly mons Placs Weat Manogomont pio unichstoroed and guted by he Francal Conduct Ahom tor the pupoe of adveing soty on the Groucs weth magenet products and senices. More dals of which we setoton the Orup's wtte a mo.croduca Wealth Management