Filter

Clear All

Trending articles

Partner's ads

Financial Advisors in the UK

Avidity Wealth Management

Avidity Wealth Management

St Albans, Hertfordshire, East England, AL1 5FL

If you're looking for sound financial advice, then look no further - Avidity Wealth Management's specialists can fulfil all your needs. As professional financial advisers, Avidity Wealth Management has the authorisation, knowledge and experience to ensure that you get the best advice and best solutions on a wide range of personal finance planning issues. less

Danamere Employee Benefits

Danamere Employee Benefits

Havant, Hampshire, South East England, PO9 1EE

We are Independent Financial Advisors and have been together as a team of advisors and administrators for nearly 25 years. Many clients have been with us for much of that time or have been referred to us by other long standing clients. Though we are located in South East Hampshire this has not been a barr to where our clients are located. We frequently visit and receive clients from throughout the UK and with modern communications also enjoy international clients. less

Reeves Independant

Reeves Independant

Newcastle upon Tyne, Tyne and Wear, North East England, NE2 2SX

We aim to give an unrivalled, ongoing & highly personalised service that provides you with the best financial outcome to suit your specific requirements. With the changing economic outlook having a potentially devastating impact on client investments, it is vital that portfolios are regularly reviewed. less

Wingham Wyatt Financial Services

Wingham Wyatt Financial Services

Braintree, Essex, East England, CM77 8YG

Wingham Wyatt is a firm of experienced Independent Financial Advisers, delivering a professional and specialised service to individuals and businesses throughout South East England. Our combination of knowledge and expertise ensures our clients receive a quality of advice which they tell us is second to none. less

Create Financial Management

Create Financial Management

Derby, Derbyshire, East Midlands, DE21 6LY

We provide quality Independent Advice for individuals to help increase returns within their risk profile in the most tax efficient manner. We help our clients 'Create Wealth' and then 'Protect their Wealth'. Neither Create Financial Planning LLP nor TenetConnect Ltd are responsible for the accuracy of the information contained within the non-regulated site. less

Lewis Harmer Financial Planning

Lewis Harmer Financial Planning

Bristol, South West England, South West England, BS16 1WH

We are a small firm of Financial Advisers based in Gloucestershire, providing comprehensive advice on all aspects of financial planning. We offer advice and services to individuals, businesses and trustees. We have considerable knowledge and more than 15 years' experience in the financial industry, which we use to your advantage. Over the years, we have helped many clients to achieve their goals. less

Taylored Mortgage & Investment Solutions

Taylored Mortgage & Investment Solutions

Winchester, Hampshire, South East England, SO23 7TA

Whether you have a small amount to invest on a monthly basis or a large capital lump sum to invest, you have access to some of the UK's top investment managers. Some of these investment managers are only normally available to large institutional investors, but because we are part of the CAERUS Capital Group, our scale enables us to work with these investment managers to create funds on behalf of the average investor. less

Harding Roberts

Harding Roberts

Alderley Edge, Cheshire, North West England, SK9 7TR

Emphasis is on establishing a "partnership" and "owners" approach to financial advice. We are driven by providing on-going financial advice through long term relationships with clients. Client and Professional relationships are built from first principles, knowing their customers, meeting their needs, providing financial products and investment services and holistic financial planning. We remain entirely independent and authorised to conduct investment business by the Financial Conduct Authority. less

Acclaimed Independent Financial Group

Acclaimed Independent Financial Group

Chichester, West Sussex, South East England, PO19 1UZ

We have established our base near Chichester, West Sussex in the lovely rural surroundings of Oving. We will come and see you in your home, or you can visit us at our offices. We currently look after clients across Southern England, and even have clients in Scotland and Wales. less

Barr Financial Services

Barr Financial Services

Exeter, Devon, South West England, EX1 1UG

As whole of market, independent mortgage brokers in Exeter, Barnstaple, Bideford & North Devon we are perfectly positioned to help you throughout Devon, Cornwall and beyond. In fact we have lots of clients throughout the UK and many of those in London. Unlike your bank, that can only offer you their own products, being an independent mortgage broker means Barr Mortgages can source your mortgage from the whole of the market to fit exactly your individual needs and situation. less

Finance Together

Finance Together

Redhill, Surrey, South East England, RH1 4EJ

Are you looking for a long-term financial partner? Then please give us a call. We are here to help you simplify your financial position and look at ways of managing your money and other assets more effectively. Our aim is to give you a clear view of your financial future and with this the certainty to go out and live life the way you choose. less

Zebra Finance

Zebra Finance

Derby, Derbyshire, East Midlands, DE21 6LY

We are here to offer you fast, friendly and impartial advice on all your financial needs and provide a wide range of products, covering home improvement purchases, event & season ticket finance and of course personal loans. As experienced and registered financial experts with a proven track record, we provide tailored personal loans to you or your customers. As these are unsecured loans no security needs to be taken. less

Xl Independent Financial Advisors

Xl Independent Financial Advisors

Ipswich, Suffolk, East England, IP6 8RW

Stephen Bloomfield was born locally in Stowmarket and lives in Kesgrave, Ipswich. He started in finance with Lloyds Bank, had management roles in the Beneficial Bank PLC and began financial planning in 1994 at Prudential, where he worked until founding XL in 2002. Stephen is known as very much a people person He is indefatigably optimistic [a supporter of Ipswich Town Football Club has to be], belongs to Ipswich Sports Club, and is a member of the association of Christian Financial Planners. less

RICK BETTS R & W

RICK BETTS R & W

Hove, East Sussex, South East England, BN3 7GG

We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. We are a company of action: proactive, professional and committed to creating long-term success and financial progression for you, our client. We understand that everyone's different, and that's why our financial planning approach is as individual as you. less

R B Financial Planning

R B Financial Planning

Holywood, County Down, Northern Ireland, BT18 9HX

At Ralston Bennett Financial Planning we have a team of highly trained and experienced Independent Financial Advisers to guide you and ensure your financial plans enable you to achieve your life goals. The experience we have gained for over 25 years enables us to provide bespoke advice to meet your own very personal needs so that you can relax and enjoy life to the full. less

Can't find your business?

Adding a business to FinancialExpertAdvisors.co.uk is free.
Add business

Frequently Asked Questions and Answers

  1. Click here to navigate to the Login page.
  2. If you haven't yet registered, click here to navigate to the Registration page.
  3. Fill all required fields.
  4. After you have logged in, click on "Add Business.
  5. After you have clicked on "Add Business", you will be redirected to another page.
  6. You can now fill in the details for this Business.
  7. Click on the "Create" button.
  8. Your listing will now be "pending approval".
  9. One of our Administrators will review your listing and decide whether to Approve or Reject it.
We provide the following types of registration: subscription £9.95/per year, £35.95 one-time fee and free registration.
Free listings show up after all Premium listings. You can place your logo, images in the gallery, services, products - but without any links included. You will not be able to receive quotes from our visitors.
  1. Priority listing positioning for city, county, in the search results, and our home page.
  2. A website link on the listing page.
  3. Can add services with links included.
  4. Have access to all submitted free quotes from our visitors.
  1. Increase leads that you can follow up and generate sales from.
  2. Increase your online presence which, these days, is an indispensable commodity.
  3. Allow the thousands of potential customers who use the directory each month to find you.

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