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Financial Advisors in the UK
GB Financial Consultancy Plymouth
Plymouth, Devon, South West England, PL5 4AH
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
Chambers
Sawbridgeworth, Hertfordshire, East England, CM21 9AE
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,
Attwood Acorn
Harleston, Norfolk, East England, IP20 9BB
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.
French Private Finance
Fulham, South West London, London, SW6 4LZ
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
Bridgegate Financial Solutions
Howden, East Riding of Yorkshire, Yorkshire and the Humber, DN14 7BD
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.
Direct Financial Planning
Rochester, Kent, South East England, ME1 1TU
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
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
Castle Wealth
Chelmsford, Essex, East England, CM2 6UA
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
G Rogai Financial Services
Croydon, South London, London, CR0 6RB
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
Ringrose Grimsley
Peterborough, Cambridgeshire, East England, PE2 6XD
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
Frankwell Financial
Shrewsbury, Shropshire, West Midlands, SY2 6BL
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.
McHardy Financial
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
James Gregory
Wolverhampton, West Midlands, West Midlands, WV1 4EG
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
Fidelius
Bath, Somerset, South West England, BA1 2BT
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
Winsec Financial Services
Tiptree, Essex, East England, CO5 0HF
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
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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