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Financial Advisors in the UK

Alpha Financial Consultants

Alpha Financial Consultants

Alpha Financial Consultants (South West) Ltd trading as Alpha Financial Consultants is an appointed representative of The Whitechurch Network Ltd which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 5305900. less

Hunter Jamiesons Financial Services

Hunter Jamiesons Financial Services

Dundee, Scotland, Scotland, DD4 8XD

As independent financial advisers we can provide advice on investments, retirement planning, the financial protection of your family or your business and purchasing property. We are able to source products and funds from the whole of the market and build long lasting professional, trusted relationships with clients ensuring that we treat our customers fairly. less

John Summers

John Summers

We treat each client individually which ensures that we will look at your specific concerns, responsibilities and ambitions and provide advice that is specific and suitable to you. We provide an after care service to continually review your products to ensure that as time changes they remain alligned to your ambitions. We offer a face to face service with our experienced financial advisors in the comfort of your own home or at one of local offices. less

Caledonian Financial Management

Caledonian Financial Management

Caledonian Financial Management are a firm of highly qualified Independent Financial Advisers based in Hamilton, Scotland. We have real passion for helping our clients reach their financial and lifestyle goals. We offer a holistic and uniquely tailored financial planning service to our clients and provide a financial planning service to both personal and corporate clients. less

Strictly Financial

Strictly Financial

We found Dave and Claire to be a breath of fresh air in the area of financial services research - prepared to challenge the brief and client assumptions, and with an excellent understanding of the market context. They are flexible and easy to work with, and are professional presenters who have a mastery of the research findings but do not overwhelm the audience with technical detail. less

Business Finance From Hesketh Boyd

Business Finance From Hesketh Boyd

Engaging the services of an experienced, accredited finance broker can secure your financial future, and at Hesketh Boyd we go the extra mile to ensure our clients get the best deals. Thanks to our in-depth knowledge of the market, you can be sure of having access to the perfect deal to match your needs, whether you're looking to finance a home purchase, to pay for debt consolidation or to buy a new vehicle. less

Face To Face

Face To Face

Face to Face Financial Services Ltd is authorised and regulated by the Financial Services Authority. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. less

Harrington Brooks

Harrington Brooks

If you're experiencing debt problems, you're in the right place. We're currently helping over 70,000 clients repay their debts by an Individual Voluntary Arrangement (IVA) or Financial Management Plan. We also offer a Bankruptcy Support service. Taking a holistic approach to helping our clients, we'll ensure you're in full receipt of all State Benefits you're entitled to and we offer a money saving Utility Switching Service as standard. less

Thinking Finance UK

Thinking Finance UK

At Thinking Finance UK Limited we provide a full Financial Planning service. This will normally take the shape of an initial free meeting with a potential client. At that first meeting, which can take place in the comfort of your own home or at our offices. less

IQ Financial Advice

IQ Financial Advice

Most of our private clients own their own business or have since retired and our services are typically best suited to similar individuals. However we have clients from all walks of life and our main criteria in you becoming a client is that you take an interest in your financial situation and that we feel we can add value to it. We understand that our clients live busy lives and are therefore happy to meet you at either at our offices or at a location of your choice. less

The Abbott Clarke Partnership

The Abbott Clarke Partnership

Peter Clarke is a Chartered Financial Planner and has a Master's degree from London Business School. He describes himself as a generalist, but particularly enjoys developing tax-effective retirement plans (both pre-retirement and at-retirement) and inheritance tax mitigation. less

Alexanders Finance

Alexanders Finance

Alexanders Finance Ltd is an appointed representative of Sense Network which is authorised and regulated by the Financial Conduct Authority. Alexanders Finance Ltd registered office is as at 43 Fingal Road, Killin, Perthshire FK21 8XA. The guidance and/or advice contained in this website is subject to UK regulatory regime and is, therefore, restricted to consumers based in the UK. less

I F A Choice

I F A Choice

IFA Choice provides an outsourced paraplanning and administration service for busy IFAs. We have a vast wealth of knowledge and experience accumulated over many years within the financial services industry. IFA Choice works closely with Independent Financial Advisers (IFAs) throughout the UK providing them with background administration support on an outsourced basis. We have built up close relationships with advisers around the UK and we're in a great position to recommend the best to you. less

Anderson Shaw Corporate Finance

Anderson Shaw Corporate Finance

Our expertise lies in the engineering, manufacturing, technology and B2B service sectors and the majority of our revenue is derived from the success-based fees associated with completed business sales. We generally work with businesses with annual sales from £500k to £20M. less

Research Independent Financial Services

Research Independent Financial Services

Established in 1991 to provide the people of Darlington and its surrounding areas with genuine objective independent financial advice, Research specialise in impartial advice to both individual and corporate clients. Research pride ourselves in the close personal and confidential relationship we have with our clients. 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