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Financial Advisors in the UK

GB Financial Consultancy Plymouth

GB Financial Consultancy Plymouth

Commercial - for business and commercial mortgages which we refer to our preferred specialist provider. We at GB Financial Consultancy will work hard to find the right mortgage for you. We aim to make the process as painless as possible. We look closely at your personal circumstances in order to match you with the most suitable mortgage from the 'whole of market'. less

Chambers

Chambers

Chambers Financial Advisers was founded in 1992 by Principle Mortgage Adviser Colin Mackay. Why should you talk to us first? We have access to over 50 mortgage lenders in the UK and via these lenders, there are over 7,000 mortgage products available on the market at any one time. As most people do not have access to detailed information on every mortgage available that day, you are unlikely to be able to make a properly informed choice without guidance. less

Attwood Acorn

Attwood Acorn

On 1st October 2008 Ken Smith of Acorn Financial Services in Lowestoft (Suffolk) and Clive Attwood of Clive Attwood Financial Services in Harleston (Norfolk) merged and became Attwood Acorn Ltd. Together, Ken & Clive have a combined wealth of knowledge from their long experience in the Insurance and Finance industry. Attwood Acorn Ltd offers a wide range of Financial Advice including Pensions, Investments, all forms of Protection, Private Medical Insurance and Inheritance Tax Planning. less

French Private Finance

French Private Finance

We are the leading independent French finance brokerage and our speciality is providing a dedicated one-to-one service. When our clients want to find out more about us, we simply let our success record do the talking. Following years of successful service to our ever-growing list of clients, we have found that efficiency and transparency are two of the most important things to provide. less

Bridgegate Financial Solutions

Bridgegate Financial Solutions

Your financial future can be less stressful with some financial planning. Everything from bank and savings accounts to investments, insurance and retirement planning needs to be regularly monitored. Getting financial advice from a qualified adviser means you can be financially prepared for a smoother journey through life. less

Direct Financial Planning

Direct Financial Planning

Direct Financial Planning (UK) Ltd is an appointed representative of TenetConnect Services Ltd, which is authorised and regulated by the Financial Conduct Authority. The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us. less

Sterling Finance

Sterling Finance

We specialise in providing accountancy services, tax returns, payroll, bookkeeping, VAT return and tax savings advice to small businesses. We provide services to Sole Trader, Partnership, Limited Company, Limited Liability Partnership, Registered Charity, Social Club and Community Interest Club. less

Castle Wealth

Castle Wealth

Castle Wealth provides independent financial advice and wealth management to clients in Hertfordshire and Essex. We offer professional advice and guidance to individuals and business owners on a wide range of financial services. As a boutique-style practice, we have the added advantage of being able to offer modern, bespoke propositions based upon a well-defined and proven business philosophy. less

G Rogai Financial Services

G Rogai Financial Services

No matter what stage you are in your life and career, help from a Independent Financial Adviser can be critical in securing the secure future you desire for yourself and family. No matter whether you are just starting out or organising your finances for your retirement, professional advice can make a huge difference to your future welfare. less

Ringrose Grimsley

Ringrose Grimsley

Making important decisions about your finances and your financial future can be difficult. There are so many different options available it can make your head spin. To help you make informed and qualified decisions you need clear, independent financial advice that you can depend upon, communicated in plain language, and that's where Ringrose Grimsley comes in. less

Frankwell Financial

Frankwell Financial

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks. Whatever your level of wealth, there is nothing wrong in deciding to prepare a risk aversion strategy. This is reasonable and prudent for anyone who is sure that they already have ample to provide for themselves and their family into the future. less

McHardy Financial

McHardy Financial

Aberdeen, Scotland, Scotland, AB11 6DE

Operating from offices in Aberdeen city centre, Edinburgh city centre and Kirkcaldy in Fife we have built our reputation on the expert and impartial financial advice we give our private and corporate clients on most aspects of their financial affairs, including pensions, savings and insurance. less

James Gregory

James Gregory

James Gregory Financial Ltd are a small family run firm based in Wolverhampton. The first client meeting is at our expense and prior to undertaking any additional work we will explain our services and costs and how we can formulate a plan. We'll explain all the jargon clearly and you can ask as many questions as you like. Our aim is your satisfaction, and we take a holistic approach to all of our planning and preparation, taking account your personal current circumstances and hopes for the future. less

Fidelius

Fidelius

Our customer service agreement is based on building a thorough understanding of your personal values and goals in life - and only then providing you with impartial financial advice and creating a personalised financial plan tailored to your specific objectives. less

Winsec Financial Services

Winsec Financial Services

Are you looking for independent advice on planning your financial future? Would you like to consult highly experienced professionals in a relaxed, friendly atmosphere? If so, you have come to the right place. For over 25 years, Winsec has specialised in holistic financial planning for individuals and businesses, advising clients in the North Essex and Suffolk areas. 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