Why you, me and everyone else needs a Financial Planner

Yes, investing is simple but being a successful investor is not the same. A big part of being a successful investor is managing human emotions. You don’t only work with a Financial Planner to take advantage of his or her experience. You should also work with a Financial Planner because he/she offers third part objectivity.

A Financial Planner slows you down on your mad dash off the edge of the cliff with the rest of the herd and encourages you to stick with your plan instead of reacting to your emotions.  Even though we want to behave rationally, it can be really hard to do so. That’s when we behave badly. That’s why you, me and everyone else needs a Financial Planner. Emotion may make us more enjoyable to be around, but it can get in the way of our success.

Lance Baron

Certified Financial Planner (CFP) based in East Sussex, UK. We support people in Southeast England with more than £500K to invest by building a financial plan that will help them live the life they want… until age 100