By Michael Doyle
This article is published on: 18th October 2024
I’m not a big puzzle fan but I do like the odd sudoku grid. Recently, however, my 5 year old son has taken a vague interest in jigsaw puzzles. I like the ones for his age as they max out at around 16 pieces.
It got me thinking about my job, what I can do for my clients and how I can add value.
Typically, when a client comes to see me they have questions on investments, pensions, tax, domiciliation, inheritance, banking, life insurance and wills to name just a few.
It’s like a jigsaw puzzle.
I put the pieces of the jigsaw together for my clients so that in the end they are not left weighing up 16 individual pieces but can see the whole picture. This is where I add value.
Let me be clear – I am an International Financial Planner and I like to stay in my lane. What do I mean by that? I try not to cross into areas that are not my field of expertise (such as domiciliation, for example). But I am fortunate to be working with a wide range of clients, colleagues and professionals.
I have access to accountants, lawyers, domiciliation specialists, fund managers, investment houses … the list goes on. I’ve also been a financial adviser in the UK from 1999 until 2008 before I decided to move abroad and have been working in the same industry ever since. So as well as the specialists I can contact I also come with 25 years of experience.
What does this mean for you? Typically, this means I can contact these specialists on your behalf to get initial information and relay that to you. This could be legal or tax advice for example. I do this at no fee to my client and often save them a small fortune in fees for asking a few simple questions.
Let’s meet and start putting your jigsaw puzzle together.
