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Mike: Hi, my name is Mike Robertson. Phil: And I'm Phil Hassell.
Mike: And we're the co-directors of Mike Robertson Associates lifestyle financial planners in
Battle, East Sussex. Today, we would like to discuss investments, but not so much investments.
I suppose the word 'Why'. Phil: Why would you invest?
Mike: Why would you want to invest? They come to us because they know what we do.
Phil: Well, you would hope that that would be the case.
Mike: You would like to think so. Phil: Yes.
Mike: But I suppose a product is how we do certain things. But for a client . . . to
understand our clients, we have to understand their why. Why would you want to invest? What
are you trying to achieve? Phil: And I think that's where we come up
with the strategy whether it's someone with £10 or £10,000,000, the key issues are the
principles for whatever that amount of money is exactly the same. Our aim is to make sure
that people achieve the things that they want to achieve with the peace of mind knowing
that money is never going to run out. Mike: Well that would be nice, but that's
everybody's dream or, is it? Perhaps they don't understand that, and that's what we
give them. We give them a guiding light. We actually walk them through their goals of
life. Making sure there ultimate aim is "Will this money ever run out?"
Phil: And I think a lot of people could probably work out themselves that ultimately money
probably wouldn't run out. However, one thing they haven't really probably sat down "What
are their goals in life?" And maybe that's really where people need to come and talk
to us even if it's just to talk around "What are my goals? I've got this money but what
can I do with it?" Mike: Come along and have a chat, explain
to us what you are trying to achieve. We'll work with you to attain your goals for life
and that's what we here to do. Phil: Definitely.
Mike: I'm Mike Robertson. Phil: I'm Phil Hassell. Mike: Thanks very much.