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Financial Advisors in the UK

Ichthus Financial Services

Ichthus Financial Services

Gateshead, Tyne and Wear, North East England, NE9 5EY

Ichthus Financial Services is a trading style of Positive Solutions that offers financial advice provided by David Anderson. We have over 25 years of experience in providing clients with bespoke financial advice. We believe that we have been successful because we have been able to give highly individual advice that is entirely focused on our clients' specific circumstances and needs. less

Lief Financial Services

Lief Financial Services

Stroud, Gloucestershire, South West England, GL6 6AH

We are a small friendly firm offering a free, no obligation financial review. We'll explain all the jargon clearly and you can ask as many questions as you like. Lief is based in Stroud, Gloucestershire and our Director Ian Nie brings 30 years of Financial Services experience. Ian has worked with SunLife of Canada and Royal SunAlliance before becoming an IFA. less

Global Asset Finance

Global Asset Finance

North Finchley, North London, London, N12 9DA

Specialists in corporate and asset finance, Global Asset Finance Limited is a progressive, innovative and experienced company providing expertise within the commercial finance industry. Global Asset Finance ('Global') is a name that likes to think will become familiar to you. Our Directors and key management provide hands on expert advice. Our company has grown in to a competitive and reliable source of commercial and property finance for all businesses types and assets. less

MacKenzie Financial Management

MacKenzie Financial Management

Godalming, Surrey, South East England, GU7 1BB

MacKenzie Financial Management provides a comprehensive and professional service offering advice on a variety of products including pensions, investments, mortgages, life protection and inheritance tax planning. We offer the traditional values of high quality personal service and long-term relationships with our clients. We work on a fee or commission basis and all costs will be discussed at our initial meeting, which will be free of charge. less

In Focus

In Focus

Havant, Hampshire, South East England, PO9 1TR

In Focus is a well established firm of Independent Financial advisers specialising in Personal & Corporate Financial Planning. We deliver high quality advice with a professional & friendly service via our advisers who hold a range of professional qualifications to the advanced level, AFPC & Certified Financial Planner. As Independent Financial Advisers and Independent Mortgage Advisers we are free to advise on financial products available from all product providers. less

Cashsolv

Cashsolv

Fareham, Hampshire, South East England, PO15 5TD

We solve cashflow problems; it's as simple as that. We provide unique business finance solutions and resources, on a confidential basis, to directors of companies who need help and advice to overcome their cashflow problems. Business finance solutions can mean the difference between business recovery and business insolvency. We can help to support your business recovery or business growth with essential equipment purchases, as well as providing funding and solutions to paying outstanding debts. less

Oracle Wealth

Oracle Wealth

Harrogate, North Yorkshire, Yorkshire and the Humber, HG1 1SP

Mark & Nicole wanted advice about their savings & investments. They were confused. Over the years they had bought ISA's and had also been members of various private & work pension schemes. They had a box-file full of statements & documents that meant very little to them. less

Echelon I F A

Echelon I F A

Braintree, Essex, East England, CM7 2LD

Echelon IFA Limited - Financial Advice for you, Braintree, Colchester, Chelmsford, Ipswich, covering all areas. Please browse this site and contact us today for information. Financial advice in Braintree, Financial Advice in Colchester, Financial Advice in Chelmsford, Essex, Financial Advice in Ipswich, Suffolk, retirement advice including all your options at retirement, pension advice, investment advice, mortgage advice, life cover, savings and more. less

Financial Markets Law International

Financial Markets Law International

St Albans, Hertfordshire, East England, AL1 2AJ

Financial Markets Law International was established by Richard Parlour in March 2003. It is the leading specialist financial markets practice providing legal and regulatory advice, consultancy, training and other support services across the financial sector to clients be they financial institutions, corporates, regulators, international bodies, government departments, market service providers, end users or other professional firms. less

Catalyst Corporate Finance

Catalyst Corporate Finance

Nottingham, Nottinghamshire, East Midlands, NG7 1LD

We are the UK's leading corporate finance team operating in the mid-market with a record of achieving outstanding results for our clients. Being independently owned and funded, and having a partnership team with over 200 years of combined mid-market deal experience gained in industry, professional services, private equity and international debt markets, ensures our clients receive the best objective advice available. less

McIntosh & Thomas

McIntosh & Thomas

Kilmarnock, East Ayrshire, Scotland, KA2 0HD

I have over 11 years of experience of providing my clients with tailored, independent financial advice. I am able to give personalised advice that is solely focused on my client's specific circumstances and requirements. My clients receive a professional and efficient, service that is delivered with a personal touch. Trust is the key to any successful relationship and I take pride in knowing I provide bespoke financial advice for my clients. less

The Wright Financial Consultancy

The Wright Financial Consultancy

Edinburgh, Scotland, Scotland, EH2 4QS

We adhere to strict FCA (Financial Conduct Authority) guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile. We have a wealth of experience and support behind us. We concentrate on the suitability, risk and strength of new and existing financial products and providers. We hold professional indemnity insurance and are registered under the Data Protection Act and hold the appropriate licences. less

Sovereign Independent Financial Advisors

Sovereign Independent Financial Advisors

Thornbury, Gloucestershire, South West England, BS35 2AP

It's good advice, but the truth is that you also need to be working around it too, thinking about the what-ifs that can happen to a business, and planning for its future. An increasing number of people are happy to make their own investment decisions without the need for financial advice. Typically this type of investor requires access to an online trading facility where they can buy, sell and monitor their investments with investment costs kept to a minimum. less

Flash Finance

Flash Finance

Harrow, North West London, London, HA2 6JY

At present, most people have access to various lenders websites from which they are trying to research for products and rates themselves instead of approaching mortgage brokers. What they eventually realize is that the exercise is very time consuming to go through all the available interest rate offers and products in the market and with NO guarantee that they will find the best option suited to their needs and circumstances. less

Select Financial Solutions

Select Financial Solutions

Sedgefield, County Durham, North East England, TS21 2AZ

Thank you once again for the most efficient and reliable service for which my husband and myself are very grateful. It is some years since Alan Halliday was recommended to me when we made our first investments, and we have not looked back since. I have had my Pension with SFS since the Company began back in 2004, and during that time under their expert guidance and advice my Pension has grown considerably. 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