Why did people become financial planning clients in 2024?

I ran a report to show me all of our new clients last year. 

And more importantly to review: what did they initially need to make them get in touch?

(As in, what did they really need?)

This year two reasons stood out.

And to be fair - it’s the same two which are always right up there.

• “To make sure that we are doing the right things with our money now… so that we will be OK in the future”
• “To make sure that we leave as much to our children as possible”

Of course, we've also had conversations regarding asset allocation, whether annuities were a good idea, ways to reduce Corporation Tax, and retirement strategies to name a few. 

But subtle variations of these two reasons came up over and over again.

• Because most people want to ensure that they live a good life.
• And leave as much of what’s left over to the people they love.

Sounds pretty simple when you read it like that.

If you’d like to discuss any of the topics raised in this post then we’d love to hear from you on 0330 056 3566 or by email.