Lamb & Associates Independent Financial Planning Ltd

01661 860438 

Unit 1 Meadowfield Court, Ponteland, Newcastle-upon-Tyne NE20 9SD

Lamb and Associates Independent Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. FCA number 782092. Financial Services Register number 624597.

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FROM ROI TO ROL : Return on Investment to Return on Life

December 10, 2018

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Getting Value For Money

Financial advice can be very expensive, for example it is very common for somebody investing £100,000 to be charged £3,000 for probably less than 10 hours work and £1000 pa on top of product charges.


I don’t have anything against people getting well paid for doing a good job, that’s what drives our economy, but financial advisers should not be enhancing their lifestyle at the expense of yours.  They must provide value for money (VFM)


Unfortunately, it can be difficult to identify if an adviser is providing that value.  Just because your investments go up, it does not mean the adviser is doing a good job.


The following questionnaire will help you identify if you are getting VFM in different areas of your financial plan.


If you score highly, in all areas, you should be getting VFM but if your overall score is low, or there are shortfalls in certain areas, you may want to consider the quality of the advice.


I suggest that you complete this questionnaire at least once a year to ensure your planning is constantly improving and, if there are any dips you seek help to get you back on track.


Complete the questionnaire using the following link...





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