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Financial Advisors in the UK
Excel Financial Solutions
Haywards Heath, West Sussex, South East England, RH16 1PH
Our starting point is always firmly to recommend that all our clients have an up-to-date, valid Will. This is to ensure that our clients choose who benefits from their estate, not the intestacy rules!
Central Independent Advisers
Bampton, Oxfordshire, South East England, OX18 2QA
We are a small firm of independent financial advisers dedicated to looking after our customers needs. For further information, please read our initial disclosure document which confirms our
Peter Rawlins Financial Advisers
Penarth, Vale of Glamorgan, Wales, CF64 2UB
At Curo Advisers Independent Financial Advisers we pride ourselves on understanding fully our clients' needs - high quality independent advice delivered in the manner and timescales that their lives
The Financial Consultancy
Bexleyheath, South East London, London, DA6 8AJ
Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seek
Anthony Harding & Partners
Winchester, Hampshire, South East England, SO23 9QG
We are a long established and professionally respected firm specialising in financial planning and wealth management services for private clients and trusts. Managing Director Anthony Harding was for
Skipton Financial Services
Newcastle upon Tyne, Tyne and Wear, North East England, NE1 5AE
As one of the UK's largest financial advisory organisations, Skipton Financial Services (SFS) offers personalised financial advice to help you realise your aspirations. Formed in 1988, SFS is a wholly
Mac Financial Advisers
Leicester, Leicestershire, East Midlands, LE2 9JS
Lee Martin is an Independent Financial Adviser, based in Leicester, can provide you with a wealth of information and personal financial advice. Has a vast experience and expertise in providing life
Structured Finance Management
Tower Hill, City of London, London, EC3A 6AP
SFM Europe is a leading provider of corporate services including independent directors, corporate governance and accounting services to SPVs on behalf of major institutions engaging in
Phillip Bates & Co
Neston, Cheshire, North West England, CH64 9PA
Many of our clients have been with us for a long time and we have helped them negotiate the tricky waters of running your own business. During this time, we have been privileged to play our part in
Professional Investment Management Services
Maidstone, Kent, South East England, ME15 6LE
PIMS is a firm of experienced Chartered Financial Planners, delivering a professional and specialised service to individuals and businesses throughout Kent and South East England. Our combination of
Matrix Financial
Cambridge, Cambridgeshire, East England, CB5 8DT
Based on a strong financial planning background, the business was established in 1999 as an Independent Financial Advisors. Success followed rapidly with most of the existing clients and industry
Candour Independent Financial Advisers
Alloa, Clackmannanshire, Scotland, FK10 3JH
John and Bryan bring a wealth of collective financial services experience, meaning Candour can offer comprehensive professional advice in all aspects of savings and investments, mortgages, life and
Mitchell Charlesworth
Warrington, Cheshire, North West England, WA4 1DX
With over 125 years' experience, you can trust that our locally based team of financial experts will provide a solution that dramatically reduces the constraints holding your business back. Our large
The Chamber Partnership
Macclesfield, Cheshire, North West England, SK11 0LP
Chambers aims to provide financial advisory services to clients from all backgrounds and walks of life, and to manage all aspects of a client's financial planning. The Chambers Partnership Limited is
Devereaux Montague
Woking, Surrey, South East England, GU22 7ED
Our mission is to advise on all the needs of high net worth individuals throughout their lifetime. Please read our Privacy Statement before completing any enquiry form or before sending an email to
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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