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Financial Advisors in the UK

Plan Ahead Financial

Plan Ahead Financial

Gidea Park, East London, London, RM2 5QR

We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. We are a company of action: proactive, professional and committed to creating long-term success and financial progression for you, our client. We understand that everyone's different, and that's why our financial planning approach is as individual as you. less

Oakwood Financial Management

Oakwood Financial Management

Coventry, West Midlands, West Midlands, CV1 3RY

Oakwood Financial Management LLP was formed in 1996 and is now one of the most established firms in Coventry and Warwickshire. We pride ourselves in the skill, care and diligence that is applied to every client to ensure that your business is dealt with in a highly ethical and professional manner. The fact that we have built our success around personal recommendation is an indication of the honest, open and impartial advice that we provide to our clients. less

Quod Financial

Quod Financial

Barbican, City of London, London, EC2Y 9AE

Trading technology evolves constantly, becomes more complex and demands higher levels of safety. Therefore, it requires increasingly higher investments. Yet clients want to reduce, control or contain costs. All these can be achieved using SaaS. ASOR uses pioneering real-time liquidity-seeking adaptive technology to dynamically find liquidity across lit and dark venues. less

Friar Gate

Friar Gate

Derby, Derbyshire, East Midlands, DE24 8HG

The information contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK only. Friar Gate Independent Financial Services Limited is registered in England and Wales number 05071304. Registered office address; 5 Prospect Place, Millennium Way, Pride Park, Derby, DE24 8HG. Friar Gate Independent Financial Services Limited is authorised and regulated by the Financial Conduct Authority (www.fca.gov.uk/pages/register). less

Woodruff Financial Planning

Woodruff Financial Planning

Colchester, Essex, East England, CO2 8JX

As a busy business owner I value and trust the personal service delivered by Woodruff Financial Planning. They are on hand whenever I need them to discuss the best options for me and my business. They manage my investment portfolio professionally and comprehensively, delivering regular updates and meetings to discuss investment strategy and progress. less

Westburn Finance

Westburn Finance

Aberdeen, Scotland, Scotland, AB10 1UQ

Westburn Finance is one of Scotland's leading finance brokers, which since its inception in 1992, has been providing local, independent funding solutions to clients in the North East of Scotland. Over the years we have established strong links with many of the major financial institutions allowing us to offer a large portfolio of finance options to prospective clients. less

Bruce & Co Legal & Financial

Bruce & Co Legal & Financial

Newcastle upon Tyne, Tyne and Wear, North East England, NE1 1DE

Welcome to Bruce & Co Legal & Financial Ltd - Impartial Financial Planning Management by Independent Financial Advisers (IFA's). Bruce & Co Legal & Financial Ltd is committed to providing high quality impartial independent financial planning and advice on the arrangement and management of your financial planning, embracing your short and long-term needs, such as life assurance policies, pensions, unit trusts and other investment products. less

Morgan Hemp & Co. Accountants

Morgan Hemp & Co. Accountants

Swansea, Swansea, Wales, SA1 5QF

Morgan Hemp is one of South Wales' leading accountants, serving businesses and professional practices across the UK. Whether you are a large limited company or just starting out we can help you manage all your financial matters from book keeping and wages to annual accounts and raising finance. We are more than bean counters - we can help your business thrive. less

Mercer & Associates Wealth Management

Mercer & Associates Wealth Management

Chester, Cheshire, North West England, CH1 2LR

Mercer & Associates Wealth Management provide holistic wealth management services to Private Clients, Business Owners, Trustees and Charities. This is delivered through personal face to face relationships founded on trust, excellent service and superior wealth management planning. We help clients create bespoke financial planning solutions based on their individual circumstances through the implementation of straightforward, or, if necessary, a complex, multi-faceted plan. less

Richard International

Richard International

Brent, North West London, London, HA9 0PA

Richard International is a facilitator for Trade, Export and Finance solutions. It specialises in export credit insurance, arranges international trade finance and provides other credit and financial services for European exporters. Export Credit Insurance When your export business requires you to extend credit overseas, you can protect your company's foreign receivables and be confident of getting paid with an export credit insurance policy. less

Thomson Hayton Winkley

Thomson Hayton Winkley

Kendal, Cumbria, North West England, LA9 4QA

We are a firm of Independent Financial Planners providing advice for over fifteen years to clients of the legal side of THW and also to clients approaching us directly. Our highly skilled and experienced advisers find effective ways to meet your financial needs from pensions and investments to protection and tax. Working together we create a secure financial future for you and your family. less

Ample Financial Services

Ample Financial Services

Lincoln, Lincolnshire, East Midlands, LN5 8ES

I have over 38 years experience in the Industry and specialise in Estate Planning, Investments, Inheritance Tax Planning and Pensions. We have now introduced our Wealth Management Programme and I run and co-ordinate the large investment accounts. All of our Clients are offered a personal service when trying to cater for their needs. less

Greystone Financial Services

Greystone Financial Services

Altrincham, Greater Manchester, North West England, WA15 8AB

We currently manage over £1 billion[1] of assets on behalf of our clients. Greystone Financial Services is a Top 100[2] IFA firm, offering our clients both advisory and discretionary services. We are an extremely stable business, having adopted the recurring income/fee based operating model as far back as 1995. As a Chartered Firm we operate at the leading edge of industry standards, and our core values are competence, transparency and honesty in our dealings with both clients and each other. less

West Financial Management

West Financial Management

Plymouth, Devon, South West England, PL3 4JN

Choose West Financial Management and you won't look back. With many years' experience in client-driven financial planning and a commitment to our customers' needs, we'll get to grips with your financial requirements and offer efficient and effective ideas. We will not recommend irrelevant products or services: it's all about what's suitable for you. less

Start Financial Services

Start Financial Services

Lewisham, South East London, London, SE13 6LY

We firmly believe in Face to Face mortgage advice. It's what we do best. Our role is to hold your hand and guide you through the ever more complicated mortgage market, each step at a time. Our experience has taught us that different people have different needs and expectations when looking for a mortgage, particularly on-line. Probably not, these are just words. Come and meet one of our Mortgage Consultants to experience what makes our service different from other mortgage brokers. 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