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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Why Do People See A Financial Adviser?

In my experience, most people do not wake up one morning and think ‘Oh, I really need to see a financial adviser”.


They may have concerns about the returns they are getting from their money or be worried if their pension will be enough for when they retire. Unfortunately this means that, often reluctantly, they will, after much humming and harring make an appointment with a financial adviser, worried about what they are going to be sold and how much is it going to cost. 


Unfortunately being sold something, that they really did not understand, or value, is sadly very common.


But, be honest, how many people are really interested in ISA's, pensions, unit trusts, UK equity, European, Far East, Emerging Markets or Japanese Small Companies funds?  


Deep down, what most people really want, is to maintain, or improve their LIFESTYLE, and the main purpose of their money is to support this and the products, often the main focus of financial advisers (where they traditionally get paid) are just tools to maximise tax efficiency or provide (potentially) better returns, depending upon the risk they want to take.


Sadly, most financial advisers don’t understand this and see it as an opportunity to sell.  




If you would like to talk to a truly independent financial planner please get in touch on 01661 860438 or email David at

And finally, if you found this blog interesting and useful please ‘like’ and ‘share’ it wider.

#LambAndAssociates #CreateYourFuture #FinancialPlanning #IFA




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