Page 16 - 363992 LP241340 Darlington Magazine 44pp A5 (July 2022)

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Getting to know:
Anthony, Director of Manfield Wealth Management Ltd
Have you considered where you savings are now, or could be in 5 years' time and is it time to make your money work harder for you?
Are your existing investments currently on track to meet your future plans, or do they need a change of management?
Will your family inherit your full estate after your death or could part of your savings be given to tax?
Anthony Sowerby | Director Manfield Wealth Management Ltd
Manfield Wealth Management Ltd is a friendly local firm offering independent financial advice on all aspects of new investment, managing existing portfolios and inheritance tax mitigation with over 24 years of experience. You can save regularly too if its more convenient and shelter your savings from unnecessary taxation.
Why not send me an email at anthony@manfieldwealth.co.uk or give me a call on 01325 461269/07738 375 448 to arrange a meeting, either in person or virtually if you prefer. A face-to-face meeting can be at your home, place of work. Any initial consultation is free of charge and obligation. Get to know us better and we can help you and your savings on a successful journey together.
Before considering any investment outside of cash, please read and bear in mind the following statements for you attention.
Manfield Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority offering independent financial advice FCA number 923347. Company number 12217582, company address Regus House, 4 Admiral Way, Doxford International Business Park, Sunderland SR3 3XW. The Financial Conduct Authority does not regulate taxation and trust advice. Capital is at risk when investing and the value of your investments can go down as well as up, meaning you may get back less than you invest. Past financial performance of investments is not a guide or guarantee to future returns.
What is your favourite part of the job?
Definitely meeting the clients, people are interesting and the time passes quickly. At meetings I’ll obtain an understanding of the person I’m helping. I listen to their ‘phrases’, their experiences and viewpoints and their aims become much clearer.
Can you tell us the most important thing you’ve learned since starting the business?
‘Client is king’; follow up enquiries timely; deliver what you’ve promised (and consequently don’t promise anything you can’t achieve); ensure the client understands everything and work for their benefit as a priority.
Why should people seek independent financial advice, over a different type of investment adviser?
It’s about suitability. Greater choice creates a more suitable option, based on a client’s requirements. Some
clients are ‘cost-conscious’ others need a higher return, some need a lower risk and so on. An independent adviser can ‘tailor’ an investment and isn’t restricted.
How did you decide to become a financial adviser?
I can’t say I always wanted to do this job! I had an interest in shares from my late teens and bought a few myself - I was a bit ‘geeky’ I suppose. I’m more a ‘people person’ and combining the interest in investing with this, created a natural role in financial advice.
How does working for yourself compare to working in the corporate world?
It’sreallyapersonalchoice,freedomisgreaterbutthen so is responsibility.There are benefits to both of course and it can be more difficult to ‘switch off ’. You’re more accountable, so you take more care in my view. I feel ‘motivated’ to work compared to being ‘told to’.
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