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Financial Advisors in the UK

Adelp Financial Solutions

Adelp Financial Solutions

Lanark, South Lanarkshire, Scotland, ML11 9AG

When you become a client of Adelp Financial Solutions we make a commitment to provide a professional long term service to look after your financial needs. Adelp Financial Solutions is a family run Independent Financial Advice business. The purpose of Adelp is to provide the best quality long term financial advice with expert technical insight. Whether you are an individual, a couple, a family, a small or large business Adelp is all about you. less

J B Financial Services

J B Financial Services

Eastbourne, East Sussex, South East England, BN20 8JJ

Throughout life we are all faced with different financial challenges and choices requiring decisions concerning both our family and business. We understand that such decisions can continually evolve and that it can be reassuring to have a reliable, professional relationship with someone who can help you at each step. JB Financial Services aims to have that long-term, perpetual service with each of our clients - for life. less

Professional Financial Centre

Professional Financial Centre

Derby, Derbyshire, East Midlands, DE1 3DW

At Professional Financial Centre we specialise in working with successful individuals and families with complex financial needs. They are often business owners, or have been a business owner in the past. They are usually based in the Derbyshire or Nottinghamshire area and are looking for someone they can trust to give them some independent financial advice. We also advise pension scheme trustees and charities across Derby and Nottingham. less

Blest Smith Financial Services

Blest Smith Financial Services

Rochester, Kent, South East England, ME2 4HU

As an independent firm, we are able to offer independent advice on mortgage and protection products. We can search a wide range of providers ensuring you have the most appropriate, competitive product available. We also have access to accredited specialists within our network who can advise you on pensions and investments. less

Hassle Free Finance

Hassle Free Finance

Uttoxeter, Staffordshire, West Midlands, ST14 8SY

That may sound a little simplistic but as a local independent financial adviser and mortgage broker my aim is to help you find the best financial deal out there for you. With access to the whole of the market, I offer a comprehensive range of financial services Whether it be pension, investments, savings, mortgage, protection, equity release, my aim is to find the best deal and solution for your needs. less

Creative

Creative

Leeds, West Yorkshire, Yorkshire and the Humber, LS17 5PN

At Creative Financial Management we can help you with any aspect of your financial planning. Our office has over 25 years experience in offering personal financial advice. We think outside the box, exploring every angle and offering a range of solutions, each tailored to your unique situation. We recognise that the Fair Treatment of our clients is adding value to the services that we provide. We operate as part of Openwork, one of the largest multi tied financial advice network in the UK. less

Bingham Woods

Bingham Woods

Spalding, Lincolnshire, East Midlands, PE11 1XA

The team at Bingham-Woods cumulatively bring over 150 years experience in the financial services industry. We primarily cover the Midlands but have clients nationwide. These clients are a mixture of private individuals and companies who understand that by seeking our professional advice they can make the most from their money. less

Squirrel Financial Management

Squirrel Financial Management

Sutton Coldfield, West Midlands, West Midlands, B74 2UD

Squirrel Wealth Management Ltd offers financial advice to a broad range of clients, for further details please see our client proposition. We offer three levels of client service and fee structure. For our investment and pension clients, we look to use the Squirrel Wealth Management Programme and our core investment solutions. less

Independent Financial Management Service

Independent Financial Management Service

Hayle, Cornwall, South West England, TR27 4DH

Independent Financial Management Service offers a full range of financial services to all private and commercial sectors. Our team of dedicated advisors will advise you on the many financial solutions to suit your individual needs allowing you to make an informed choice. All of Our advisors at Independent Financial Management Service always advise clients of all the options available through the whole of the market. less

Financial Management Bureau

Financial Management Bureau

Kendal, Cumbria, North West England, LA8 8AA

Did you know FMB have £250 million of client assets under management? With over 30 staff, we're big enough to provide a comprehensive service but still small enough to get to know you personally. We listen to your story and plan a route, we use our technical know-how and experience to set a course of action to achieve your goals, but it doesn't stop there. We're with you every step of the way. We constantly monitor, review and update your plan. less

The Financial Planning Group

The Financial Planning Group

Teddington, South West London, London, TW11 8DT

We help individuals, families and businesses to place their financial affairs in context with their future goals and aspirations. We provide a simple, structured, disciplined and reviewable planning service. We will change the fundamental relationship people have with their money to give them confidence and clarity in their own future. We want our clients to value our service, as much as we do. less

Gilbert Stephens Financial Services

Gilbert Stephens Financial Services

Exeter, Devon, South West England, EX1 1PJ

At Gilbert Stephens Financial Services Limited we believe that by providing well thought-out and robust financial solutions for our private and business clients we protect their interests, help them to achieve their objectives and deliver security for the future. Financial planning is an essential part of modern living, more so now than ever before - with depleting State pensions, fluctuating interest rates, and uncertain values on the Stock Exchange the future could look pretty bleak. less

Brennan Martin

Brennan Martin

Sutton Coldfield, West Midlands, West Midlands, B76 1LG

If you are looking for impartial and independent advice, you have come to the right place. We are an established, independent company offering trust, reliability and a personal service tailored to the individual. We design and provide our clients with clear financial plans for their future as financial planning becoming ever more complicated; there has never been a better time to take advice from local experts you can trust. less

M F S

M F S

Colliers Wood, South West London, London, SW19 1SD

Whole of market means we are not tied to any one provider so, we offer advice on ALL forms of investment. One size does not fit all and backed by over 45-years of experience, we will advise on and provide for you an investment strategy, tailored to your needs, that aims to provide the best possible market returns. less

BPH Wealth Management

BPH Wealth Management

Harpenden, Hertfordshire, East England, AL5 4ES

Founded by partner, Michael Freedman, in Harpenden in 1984, BpH Wealth Management provides high-quality professional financial advice, planning and guidance to individuals, couples, widows, divorcees, retirees, trusts, powers of attorney, business owners and professionals. We believe that high-quality, professional financial advice can only be achieved by having a transparent, fee-paying relationship 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