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Financial Advisors in the UK

George Square Financial Management

George Square Financial Management

Nottingham, Nottinghamshire, East Midlands, NG1 3BE

Never have I felt my account was just another "number in a client file." Quite the opposite, my advisor knows me as an individual and I hold his services in the highest regard. In October 2012 George Square Financial Management successfully took over the long-standing financial management company Nelson Dean Associates. less

Grange Financial Services

Grange Financial Services

Brighton, East Sussex, South East England, BN2 7BL

As Independent Financial, Investments, Pensions and Mortgage Advisors, Grange Financial Services is committed to arranging financial solutions for everyone. We give totally independent unbiased advice so let us help you make the right decision. There are many providers offering a very wide range of different products that, for the average person, knowing which one to choose is almost impossible. As Independent Financial Advisers we research the whole market for you. less

City Financial Planning

City Financial Planning

Taunton, Somerset, South West England, TA1 1RZ

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. Fred has over 40 years experience in the Financial Services industry with 20 years at the Sun Alliances Head Office pensions department, where his specialised experience in all aspects of pension schemes was gained. less

Whiter Financial

Whiter Financial

Bexley, South East London, London, DA15 7AJ

As the pace of life ever increases the demand for products to become ever more flexible to change as a person's life changes increases. The simple statement of fact is that it is hard enough in life without money, but sometimes even harder with it. At Whiter Financial we set out to remove that burden from you by providing, at all times, a true picture of your financial situation and how this can be improved. less

Solent Financial Services

Solent Financial Services

Southampton, Hampshire, South East England, SO31 9GQ

Solent Financial Services Ltd is a family run business providing traditional values such as, honesty, integrity and professionalism. We are independent financial advisers and can offer you impartial advice on many aspects of both personal and business financial needs. Solent Financial Services still offers specialist advice for medical professionals and is able to provide advice on all aspects of the NHS pension schemes. less

N & P Financial Services

N & P Financial Services

Swansea, Swansea, Wales, SA6 7DY

For an inheritance tax advisory service in West Wales, please call N&P Financial Advisors today. We are a family run business and we have been established since 1990. Our team have a wealth of experience and repeatedly receive many referrals through our large client bank. Our motto has always been that the client is foremost in our thoughts and their wishes and aspirations are key to our success. We offer the personal touch to ensure that we meet our clients' needs. less

Essential IFA

Essential IFA

Ipswich, Suffolk, East England, IP3 9FJ

Finding an Independent Financial Adviser that you can trust and build a relationship with is incredibly important. At Essential IFA building a financial future for our clients is paramount. We believe in giving unbiased financial advice that bests suits you and your needs and as we are independent we are able to give unbiased advice based on the entire market. less

Mortgage Advisors Bournemouth

Mortgage Advisors Bournemouth

Bournemouth, Dorset, South West England, BH3 7JZ

J P Financial are a whole of market mortgage brokers, we are not tied to any one lender. We have access to both high Street Banks and specialist lenders who provide finance for a wide range of mortgages. Whatever your situation here at J P Financial we will find the right mortgage for you, at the right price with least amount of hassle. We have designed this website to give all our clients, whatever their credit rating or background, as much online assistance as possible. less

Sirrus Financial Planning

Sirrus Financial Planning

Hemel Hempstead, Hertfordshire, East England, HP1 1BB

The company is owned by Kenny Gahagan, who has over 25 years experience in financial services and holds the specialist pension qualification (G60). As Independent Financial Advisers (IFAs) and Financial Planners, we are able to offer unbiased advice to individuals and businesses. less

Financial Profiles

Financial Profiles

Farnham, Surrey, South East England, GU9 7LW

Financial Profiles Ltd have been providing financial advice to both private and corporate clients since 1990. We are directly authorised by the FSA under 432431 as Independent Financial Advisers. Many of our new clients are recommended to us by existing clients or other professional connections. Our advisers have a wealth of experience across all areas of financial planning. less

aFinancial, Mortgages Made Simple

aFinancial, Mortgages Made Simple

Birmingham, West Midlands, West Midlands, B1 2HF

We can also provide access to some exclusive deals which are only available to Openwork and their advisors. Not all mortgages and loans are the same. Many deals quoted on comparison sites won't tell you about hidden fees. These may include valuation fees, booking fees or other charges hidden from view until you apply. less

Go IFA

Go IFA

Tewkesbury, Gloucestershire, South West England, GL20 8SD

Go IFA provides independent financial services to individuals, companies, trustees, charities, sports clubs, affinity groups and societies. Our advisors are located throughout the UK. We pride ourselves on our client focussed approach to financial advice and believe that well informed people make better financial decisions. We use a clear and transparent fee structure. less

Robinson Way

Robinson Way

Salford, Greater Manchester, North West England, M50 2ZY

One of the true leaders in a market that demands the very highest levels of data security, compliance and treating customers fairly (TCF), we not only have exceptional financial backing, but also the infrastructure, systems and people to provide a proven and trusted collections service that sets Robinson Way apart from our peers. Our principles are defined around four cornerstones: Transparency, Honest Relationships, Creativity and Personal Responsibility. less

Samuels Financial

Samuels Financial

Manchester, Greater Manchester, North West England, M25 1JF

Samuels Financial is a Manchester-based firm of professional and experienced Chartered Financial Planners who will become your trusted financial partner. Our philosophy focuses on providing a dedicated service to all our clients, based on integrity and excellence. less

The Peak View Consultancy

The Peak View Consultancy

Macclesfield, Cheshire, North West England, SK10 5TH

The advice offered is unbiased. Should new products be required they are researched from the whole of the market place using criteria such as performance and value. Remuneration for investment advice is by an agreed fee and for setting up protection plans by commission. Advice may be requested on a one off basis, or with ongoing periodic reviews. See sections on RDR and Fees & Service. less

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Do you wonder what a financial advisor does for a living? Maybe you need the professional assistance and help of a financial advisor? We can help you choose the right financial advisor and specialist in that field by sharing more about what a financial advisor does and how they can help you. Stay tuned to learn more.

Why Choose a Financial Advisor?

In a nutshell, a financial advisor is this type of specialist who will advise you on your financial endeavours and affairs, the investments you want to make, some good financial opportunities for you, the course of action you may take for your best. Naturally, people are not used to sharing a lot about our current financial situation and our plans. However, It is literary the job of the financial advisor to know about your plans, aspirations, financial past and help you explore a window of good opportunities. This article will provide you with an overview of what a financial advisor actually does and how the right financial advisor will help you choose the appropriate investments for you. With the help of such information, you will be able to choose the right financial advisor for you. At the end of the day, a financial advisor is someone you have to fully trust and rely on. Therefore, make sure to follow our tips and recommendations and also go with your guts, when choosing a financial advisor.

What does a financial advisor do?

Think of your financial advisor as a planning partner. In order to accomplish your financial goals, you can benefit a lot from the professional help of a financial advisor. A skilled professional with the right licenses and qualification if someone who will help you make all good plans become a reality.

A financial advisor can be competent and help you in different aspects, including the amount of money you should save in order to finance your plans and goals, the types of accounts that are best for you, the kinds of insurance that is best for you, estate and tax planning, etc. Part of the job of a financial advisor is also to help you understand how you can achieve your future financial goals. A financial advisor will have enough understanding, knowledge, and expertise in financial topics and be able to help you understand them too. Such financial topics a financial advisor will most likely discuss with you include budgeting, saving, complex investment, insurance, tax matters, etc.

However, the first thing a financial advisor will do for you when you start working together is they learning more about your financial health and current financial situation. It is impossible to make a solid plan for a financial future if you don’t know where you stand at the moment. Therefore, a financial advisor will start with this aspect, typically learning more about your financial health through a detailed questionnaire they will give you to fill in. Make sure to provide honest and detailed answers, as this will help the financial advisor understand all important information about you and your financial health.

Financial Advisor and the Financial Questionnaire

The way you will fill in the questionnaire you are given by the financial advisor will determine how well and detailed they will be informed of your assets, liabilities, income, expenses. This questionnaire will typically also cover topics such as future pensions, income sources, project retirement needs, long-term financial obligations if any. You should also let the financial advisor know more about your investment preferences. This initial stage of assessment of your financial plans and current situation also includes other aspects including insurance issues, your tax situation, your current estate plan, other possible professionals you are involved with on your planning team, including lawyers, solicitors, accountants, etc.

Financial Advisor and a Financial Plan

Once the financial advisor collects, assesses, and reviews all the details and information you provide them with, they will be ready to create a comprehensive financial plan for you that will pretty much turn into the roadmap of your financial future and provide you with guidelines. Such a financial plan will summarize your current financial situation and all key details you have provided and will also include all the financial goals you and your financial advisor have already discussed and planned. Such a document will cover a few important topics, including your risk tolerance, estate-planning details, family situation, long-term care risk, other possible present and future financial issues. Next, the financial advisor will continue the financial plan by mentioning all potential best- and worst-case retirement scenarios and the needed steps that have to be taken for preventing the worst-case scenarios.

Financial Advisor Plans Action Steps

A financial advisor is a professional, who is involved in not only helping you with investments but also dissecting and improving every aspect of your financial life and situation. In fact, it is not even necessary to hire a financial advisor in order to get professional advice on investments. However, most people will opt for the help of a financial advisor mainly because of investments. In this case, the job of the financial advisor is to set an asset allocation, keeping in mind your risk tolerance and risk capacity. What an asset allocation determines is how percentages of your total financial portfolio will be allocated towards different asset classes. Additionally, the financial advisor will adjust your asset allocation based on your current age and how long you have before retirement. The financial advisor will work in accordance with the law and regulations in the field and also with their own or their company’s investment policy when they buy and sell financial assets.

Financial Advisor and Investments

It is important for you to understand what and why your financial advisor is recommending. Don’t follow their recommendations blindly, always make sure to ask questions, if you are concerned or not sure you understand something. Also, keep a close eye on the fees you are paying to your financial advisor. Ask your financial advisor why they recommend an investment, also if they will get a commission by selling you this investment. Pay attention to the investment philosophy of the financial advisor’s firm too.

Why choose a financial advisor?
What does a financial advisor do?
Financial advisor and the financial questionnaire
Financial advisor and a financial plan
Financial advisor plans action steps
Financial advisor and investments