Filter

Clear All

Trending articles

Partner's ads

Financial Advisors in the UK

Farm & Country Finance

Farm & Country Finance

Congleton, Cheshire, North West England, CW12 2FG

Mark did more in a week, than any other bank or company had done for us in over a month. His straightforward way of dealing with our application, and keeping us informed, made the whole process very easy for us. We ended up with a mortgage deal much better than any high street bank could offer us, and in some cases, half the price of some of the alternative companies that we had considered. less

Four Seasons Financial Planning

Four Seasons Financial Planning

Norbiton, South West London, London, KT2 6AD

Every one of our team will be involved with your advice and if you happen to ring up, they will be able to help. That's the way we like it! All of our advisors have a limited number of clients because we don't want faceless numbers, we want people that we can add value to and enjoy helping. That said, we use the same or similar research facilities as the biggest national advice firms and banks. Independence equals bespoke solutions with the best advice available. less

3D Financial Planning

3D Financial Planning

Reigate, Surrey, South East England, RH2 9AE

3D Financial Planning provide independent financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. The next step. To find out more about becoming a client of 3D Financial Planning, the next step is to arrange a meeting. This is at our expense and without any obligation. Remember, we are happy to travel to meet with you. less

Orchard Financial Planning

Orchard Financial Planning

Carnforth, Lancashire, North West England, LA6 1NW

Royden and Stephen (see meet the team) have each been practicing financial advisers for over twenty years and are director owners at Orchard. They are proud to have clients that have been with them since the start of their advice careers. All advice is provided by Royden and Stephen so you can be rest assured of familiarity of outcomes and continuity of service. We provide a highly professional service, perhaps slightly unconventional (we generally don't wear black suits and ties). less

Hedgelands Financial Services

Hedgelands Financial Services

Newton Abbot, Devon, South West England, TQ12 5PW

Independent financial advisers for pensions, mortgages and investments; based in Abbotskerswell near Newton Abbot in Devon. Professional and independent financial advisers to new and existing businesses throughout the country. At Hedgelands Financial Services we believe that making plans to provide for and to protect your family has never been more important. We also know that the choices available can seem complex and even bewildering. less

Clifton Nash

Clifton Nash

Pontyclun, Rhondda Cynon Taff, Wales, CF72 8NG

Most people come across the need for financial advice at some points in their lives. It could be a change of job, a new baby, a house move, or selling a business. Less happily, it might be an older member of the family becoming ill, wanting to make sure their hard-earned savings are prudently looked after. And those who inherit money also usually seek advice to make sure they get the best out of it. All these sorts of people and more come to us for help. less

Burfield Financial Advisors Warrington

Burfield Financial Advisors Warrington

Warrington, Cheshire, North West England,

We invest our time in you, before you invest your trust in us! Each financial step in life offers a wide range of choices, you may need help in making the right choice, you will need to know you are getting the very best advice. Your pension savings are valuable. less

Pearson Solicitors & Financial Advisers

Pearson Solicitors & Financial Advisers

Ashton under Lyne, Greater Manchester, North West England,

Whatever your circumstances and wherever you are in life there may come a point when you will need the services of a solicitor. Pearson Solicitors and Financial Advisers offer a wide range of private client, commercial and financial services. A truly comprehensive service to meet your needs. less

Brigham Wealth Management

Brigham Wealth Management

Harrogate, North Yorkshire, Yorkshire and the Humber, HG2 8PB

The way you manage your investments today will determine your financial security in the future. At Brigham Wealth Management, we are passionate about helping our clients make the most of their wealth. We put our clients first; spending as much time as is necessary to clearly understand what is important about money to them. Understanding clients unique needs and demands, we help them protect and grow their core capital, generate rising income when it's needed, and enjoy the lifestyles they want. less

Compass Wealth Management

Compass Wealth Management

Waterlooville, Hampshire, South East England, PO7 7SE

From a modest beginning in 2001 Compass has become one of the most successful Wealth Managers in the South advising clients with invested assets in excess of £700 million under administration. Compass is uniquely positioned to provide solutions to meet all the financial planning and wealth management requirements of individuals and businesses alike. less

Buzz IFA

Buzz IFA

Chiswick, West London, London, W4 1SH

Buzz Independent Financial Advisers are exactly that - independent advisers with a wealth of experience able to offer you impartial advice for a lifetime of key financial concerns from Pensions and Investments to mortgage and protection. It can be a minefield of choice and knowing who to trust can be confusing - at BUZZ IFA we aim to take all that worry away. As whole of market advisers we ensure that your specific and individual needs are met. less

A & T Business Associates

A & T Business Associates

Worthing, West Sussex, South East England, BN11 1HR

A&T Business Associates is a Commercial Financial Broker and Business Consultancy offering financial advice and assistance to small and medium-sized businesses. We are fully independent and enjoy a good working relationship with the High Street lenders as well as a wide variety of specialist providers. We carry out a full financial review of your business in order to ensure that your financial arrangements are the most suitable solutions. less

W P Financial Services

W P Financial Services

Bristol, South West England, South West England, BS6 6YE

WP Financial Services provides financial planning advice and services to individuals, trustees and charities. Any advice we provide you with, or plans we help you put in place, are based entirely on what you want to achieve. Your goals, your values and your aspirations are at the centre of what we do. We create long-term relationships with our clients based on trust, transparency and mutual understanding. less

Grayside

Grayside

Epsom, Surrey, South East England, KT19 8DH

Grayside is an established, regional business based in Epsom, providing independent wealth management and insurance solutions to clients who wish to achieve economic success and financial security. We have achieved the coveted Chartered Financial Planners status and strive to provide the most professional level of advice and service to our clients. less

Radcliffe Cooper

Radcliffe Cooper

Maidenhead, Berkshire, South East England,

Radcliffe Cooper can help you take charge of your financial future. Hopefully you are serious about organising your finances to enjoy the lifestyle you've worked hard for. You may have found that your work and family time commitments have meant your finances have not been given the detailed attention they require. It's quite possible that your finances feel comfortable, when in reality, you are not fully utilising your income or capital as effectively as you could. less

Can't find your business?

Adding a business to FinancialExpertAdvisors.co.uk is free.
Add business

Frequently Asked Questions and Answers

  1. Click here to navigate to the Login page.
  2. If you haven't yet registered, click here to navigate to the Registration page.
  3. Fill all required fields.
  4. After you have logged in, click on "Add Business.
  5. After you have clicked on "Add Business", you will be redirected to another page.
  6. You can now fill in the details for this Business.
  7. Click on the "Create" button.
  8. Your listing will now be "pending approval".
  9. One of our Administrators will review your listing and decide whether to Approve or Reject it.
We provide the following types of registration: subscription £9.95/per year, £35.95 one-time fee and free registration.
Free listings show up after all Premium listings. You can place your logo, images in the gallery, services, products - but without any links included. You will not be able to receive quotes from our visitors.
  1. Priority listing positioning for city, county, in the search results, and our home page.
  2. A website link on the listing page.
  3. Can add services with links included.
  4. Have access to all submitted free quotes from our visitors.
  1. Increase leads that you can follow up and generate sales from.
  2. Increase your online presence which, these days, is an indispensable commodity.
  3. Allow the thousands of potential customers who use the directory each month to find you.

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