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Financial Advisors in the UK

Warwick Wealth Management

Warwick Wealth Management

Sutton Coldfield, West Midlands, West Midlands, B74 3EL

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. YOU are the focus of our business: You, your life, your family, your future. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. less

Statton & Co Chartered Accountants

Statton & Co Chartered Accountants

Wadebridge, Cornwall, South West England, PL27 7DH

In today's complex financial and business world, everyone needs reliable, professional accountancy and taxation advice to manage their personal and business finances. We believe that the core value of the firm is client service. Based in Wadebridge, Cornwall we have clients stretching from Penzance to Dorset. If you are looking for an accountant in Cornwall then you need look no further. less

Epic Financial Care

Epic Financial Care

Rochdale, Greater Manchester, North West England, OL12 7UG

Epic Financial Care is a firm of Chartered Financial Planners who are dedicated to providing independent financial advice to meet the financial goals and objectives for a wide variety of private and corporate clients. The company is directly authorised and regulated by the Financial Conduct Authority. At Epic Financial Care we operate a co-ordinated approach with accountancy and legal advisers where appropriate, to ease the burden of tax year end declaration. less

Ascot Asset Management

Ascot Asset Management

Bracknell, Berkshire, South East England, RG12 1RL

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

The Financial Partnership

The Financial Partnership

Brighouse, West Yorkshire, Yorkshire and the Humber, HD6 2PB

We are a local firm of independent financial advisers with a wealth of experience in the financial market place. Our team of dedicated advisers have combined experience of over 95 years in financial services. We are committed to providing the very highest level of service to our clients to help them meet their financial aspirations and objectives. We believe in developing a long term working relationship with clients, based on the fundamentals of professionalism, transparency and integrity. less

Ifa

Ifa

Sheffield, South Yorkshire, Yorkshire and the Humber, S17 3NA

Intelligent Financial Advice was established by Derek Gunningham and the former senior advisers of a Top 10 building society. Managing Director Derek Gunningham has been an IFA since 1991 and has a BSc (Hons) in Sport Science from Loughborough University. Intelligent Financial Advice has developed a team of highly qualified, professional advisers. less

City Financial (Aberdeen)Ltd

City Financial (Aberdeen)Ltd

Aberdeen, Scotland, Scotland, AB10 1SQ

City Financial (Aberdeen) Ltd is authorised and regulated by the Financial Conduct Authority. City Financial (Aberdeen) Limited offers sound independent advice on the full spectrum of financial products and services available both to the consumer and to the business owner. Our aim is to provide our clients with a flexible, high quality service, tailored to best suit the specific financial requirements of your individual lifestyles, or business. less

Haldon Financial

Haldon Financial

Paignton, Devon, South West England, TQ3 1DT

Haldon Financial Ltd is a firm of Independent Financial Advisers established by Mark Coombe, who has been awarded the prestigious Chartered Financial Planner status. The Company offers a clear and fresh approach to financial planning for life. In 2006, in a drive to raise the public standing of financial services, the Privy Council granted permission to the Chartered Insurance Institute (CII) to award the title of Chartered Financial Planner. less

Watson Moore

Watson Moore

Gidea Park, East London, London, RM11 2JS

The service provided by Watson Moore is outstanding. Both my pension and my private saving are well looked after and I feel I'm in safe and professional hands all the time. Thank you for keeping us informed. It is reassuring that your organisation with all your knowledge is in charge of our finances. Many thanks. And I must say, I'm quite impressed. less

Copia Wealth Management

Copia Wealth Management

Denton, Greater Manchester, North West England, M34 3QS

Copia Wealth Management is a family run business and offers a bespoke service to clients. Our financial advisers are fully qualified and have a wealth of experience with a sum of over 30 years. Our dedicated team is here to help you make the right decisions with your finances. Please see our services section on what we can offer you. less

Solomon's Independent Financial Advice

Solomon's Independent Financial Advice

Merton, South West London, London, SW20 8BT

Financial products are little more than the tools to achieve your required results and because we are independent, we have access to all financial products should any be required and we believe them to be suitable for you. We achieve a positive difference in the lives of our clients, their family and friends. We enable our clients to focus on what they really value and want out of life. Life is short and none of us know how long we have. less

Snowdon Financial

Snowdon Financial

Romsey, Hampshire, South East England, SO51 0HG

Andrew Snowdon is a chartered and certified financial planner and has been advising private clients for over thirty years on all aspects of their finances, insurances and pensions. All advice and recommendations are made by Andrew personally and clients have access to him directly. Andrew visits clients in their own homes where they will feel more comfortable and have all their records and papers to hand. We work alongside existing advisers including solicitors, accountants and stockbrokers. less

Simplicity Financial Services

Simplicity Financial Services

Sheffield, South Yorkshire, Yorkshire and the Humber, S10 1BY

Independent Mortgage Advice for all UK mortgages, commercial and international mortgages as well as personal and property insurance services including quotes for personal insurance. Based in South Yorkshire but able to cover the whole of the UK we aim to ensure that working with us is an enjoyable and informative experience. Don't just take our word for it take a peak at our testimonials to see what our happy clients think. less

Medical Wealthcare

Medical Wealthcare

Maghull, Merseyside, North West England,

Medical Wealthcare Ltd is an Independent Financial Adviser (IFA) providing the highest quality financial advice to doctors, dentists, NHS staff and all other non-medical professionals. Our independence, experience and commitment to providing you with the highest quality service is your reassurance of expert impartial advice. Although based in Liverpool we do visit our clients at their homes or places of work throughout the UK. All initial meetings are free of charge and entirely without obligation. less

PFM Associates

PFM Associates

Bournemouth, Dorset, South West England, BH11 9NJ

PFM Associates are a fully regulated and dedicated firm of Independent Financial Planners, with our Head Office in Poole, Dorset. We are authorised and regulated by the Financial Conduct Authority, and provide a holistic financial planning service to our clients. PFM Associates are recognised as a Chartered Financial Planning firm, a level of professionalism achieved by a minority of IFA firms in the UK. 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