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Get in Touch
Tel: 0203 376 0575
Email: info@tradenomic.co.uk
Office 1:
Garden City, West Drayton,
London,
UB7 7AF
Office 2:
30 Lombard Street,
London,
EC3V 9BS
Opening Hours:
Mon – Fri From 8am – 5pm
F.A.Q.
Common Questions
Why should I seek financial advisory services?
Financial advisory services provide expert guidance and strategic planning to help you make informed financial decisions, optimise your investments, and work towards your long-term goals. By partnering with a financial adviser, you can benefit from their knowledge, experience, and objective insights, ultimately enhancing your financial well-being.
How do financial advisers charge for their services?
We are Fee-Only and charge fees based on a percentage of assets under management. This ensures we are working in favour of the client and the performance of their funds. The specific fee structure will be discussed and agreed upon during the initial consultation, ensuring transparency and clarity regarding the costs involved.
How can a financial adviser help me during market downturns?
During market downturns, a financial adviser adds great value and support. Statistics show most investors who do not seek advice underperform due to behavioural biases. We can help you stay calm, assess the situation objectively and avoid impulsive decisions. By working together, we can develop a strategy to navigate the volatility, potentially take advantage of investment opportunities and ensure your portfolio is aligned with your long-term goals.
What information or documents should I gather before speaking with a financial adviser?
Before your consultation, it can be helpful to gather certain information and documents to provide a comprehensive overview of your financial situation. Consider bringing recent bank statements, investment account statements, retirement account statements, tax returns, insurance policies and any relevant legal documents such as wills or trusts. Additionally, be prepared to discuss your financial goals, risk tolerance and any specific concerns or questions you may have. This will enable us to better understand your needs and provide tailored guidance during our meeting.
Is financial advisory only for individuals with significant wealth?
No, financial advisory services are beneficial for individuals at various stages of their financial journey. As we are a Fee-Only service, you will only pay a percentage of the investments under management. Whether you’re just starting out, accumulating wealth, or planning for retirement, a financial adviser can assist you in making smart financial choices and maximising your financial potential. Our guidance can be valuable regardless of the size of your assets or income.
How often should I meet with my financial adviser?
The frequency of meetings with your financial adviser depends on your specific needs and circumstances. Initially, meetings may be more frequent to establish goals, develop a financial plan and review progress. Over time, meetings may occur annually or as needed for updates, portfolio reviews, or to address any changes in your financial situation or objectives. We ensure open communication all year round and provide educational content to ensure that you are well-informed to be able to provide ongoing support tailored to your evolving needs.
How do I get started with your financial advisory services?
Getting started is easy. Simply reach out to us through our contact information or book a free discovery consultation. During the consultation, we will discuss your financial objectives, explain our services and answer any questions you may have. From there, we can determine what value we can add to you, whether we both want to move forward and develop a working relationship to building your financial plan.
What differentiates you from other financial advisory providers?
At our core, we are committed to a distinctive approach that merges automation and technology with personalised service, aiming to redefine the industry. This integration ensures the best possible outcome for you. Additionally, we employ institutional-level methodologies to create a sophisticated financial plan utilising advanced strategies. But it doesn’t stop there. We believe in ongoing performance and accountability, which is why we utilise cash flow modelling and goals-based analysis to continuously monitor and enhance your financial plan. To further empower you, we offer behavioural coaching methods, educational content, and live market updates to foster an informed and peak-performing money mindset in our clients. And because we understand the importance of creating memorable moments, we provide access to a lifestyle concierge service, enabling you to fully enjoy those special occasions.