First Wealth Partner, Rob Caplan recently spoke at Humans Under Management – a behavioural finance conference for financial advisers. In his session, Rob talked about the risks of making assumptions about what it really is that clients want out of life.
Building his talk around First Wealth’s #WhatMattersMost philosophy and the recurrent theme that “things are not always what they seem”, he weaves in his own personal story about the assumptions made about his health, both by himself and the medical professionals around him.
He encourages fellow financial planners to see the whole picture when engaging with clients, which he argues is the difference between empowering change and simply giving advice.
This article does not constitute advice. Anyone considering any form of financial planning should seek independent financial advice. First Wealth (London) Limited is an appointed representative of Best Practice which is authorised and regulated by the Financial Conduct Authority (FCA). You should note that the FCA does not regulate tax advice.
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This document is marketing material for a retail audience and does not constitute advice or recommendations. Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.
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