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Financial Advisors in the UK

Shire Financial Services

Shire Financial Services

Haverhill, Suffolk, East England, CB9 8AR

Shire Financial Services Limited offers independent mortgage advice throughout Cambridgeshire, Hertfordshire, Suffolk and Essex. We are also authorised to provide advice and arrange non investment insurance for our clients. Our aim is to provide an individual service which is completely unbiased and driven entirely by your needs. We start by arranging an informal meeting to discuss your general requirements and concerns. less

Teachers Financial Planning

Teachers Financial Planning

Warrington, Cheshire, North West England, WA1 1GG

We will help you develop a robust retirement strategy, we will explain the benefits you are already entitled to from the Teachers Pension Scheme, how to get the most from your Prudential AVC or other private pension as well as how to get the most from your money, making sure it lasts as long as you do. Our expert advice will help you plan the retirement you want, when you want it and to defend your assets from inflation, taxation and care costs to preserve your wealth for future generations. less

B-Advised

B-Advised

Gateshead, Tyne and Wear, North East England, NE 119

As Financial Advisers, we access a wide range of products, as opposed to a tied agent or company representative who may only advise and offer products from the companies they represent. Using industry leading research and online sourcing systems we are able to become aware of changes in criteria and products. less

Ipd

Ipd

Stoke on Trent, Staffordshire, West Midlands, ST3 4TB

If you have financial difficulties (personal or business) you will at some point need informed advice and assistance to deal with those difficulties. Put simply, our advice will tell you what you can and cannot do and our input will give you the ideas and means to deal with your financial difficulties. The earlier we are involved, the more options and solutions there will be. less

Rosemount Independent Financial Advisers

Rosemount Independent Financial Advisers

Gidea Park, East London, London, RM2 6BD

Rosemount was founded by Andrew Arthur in December 1989 and is directly regulated by the Financial Conduct Authority. The company has predominantly advised small to medium sized companies in relation to directors' pensions, investment advice for their executives and benefit packages for their employees. Over the years we have built an excellent rapport with clients, many of whom have successful family businesses. In several instances we also manage the personal wealth of these business owners. less

The Ethical Investment Co-Op

The Ethical Investment Co-Op

Darlington, County Durham, North East England, DL1 5SF

The Ethical Investment Co-operative Ltd are specialists who offer financial advice to clients who want to align their investments with their ethical preferences. The Co-operative has adopted a structure whereby all members are equal and therefore decisions are made on simple majorities, no one director has any more influence than any fellow directors. less

Moore Stephens Financial Services

Moore Stephens Financial Services

Northampton, Northamptonshire, East Midlands, NN1 5BA

Ensuring our clients receive an optimum service means we have no bias towards a particular product or investment. Our advice will be based entirely on what is most suitable to meet our clients circumstances. We are one of only 350 Chartered Financial Planner firms in the United Kingdom, which means we have achieved and continue to maintain the highest standards within our industry. We were named Chartered Financial Planners of the Year 2010. less

James Todd

James Todd

Preston, Lancashire, North West England, PR1 7BH

Although taxation is an integral part of our work there are many other important areas of expertise which are on offer to our clients, sometimes requiring specialised skills and the input of qualified staff. The majority of our services are computerised using the latest technology and using the experience and expertise of our highly trained personnel. less

Affinity Financial Advisors

Affinity Financial Advisors

Uxbridge, West London, London, UB8 3HX

Affinity provides independent financial advice for individuals who want to provide for their retirement and invest for their future. Despite the adverse coverage in the press, a pension can be an excellent income provider for your retirement, however it is not the only means to provide for your future. We will come to meet you at a time and place of your convenience and will help you to consider your financial circumstances as well as the level of risk that keeps you feeling secure. less

EMH Financial Planning

EMH Financial Planning

South Shields, Tyne and Wear, North East England, NE34 8LR

Having over 15 years experience in the Pension market, we feel we can help most if not all clients access their future. Our expertise and speciality comes from focussing on you and your retirement, helping you achieve the best out of your retirement. We take time to understand what you want, where you want to be and we aim to help you to achieve it. less

Cambrian Associates

Cambrian Associates

Hawarden, Flintshire, Wales, CH5 3NS

Based in Hawarden, North Wales (near Chester), since 1998, Cambrian has since grown considerably and has taken on more financial advisers and support staff to maintain the high level of service which is at the core of the business. Roger and wife Norma, Financial Director at Cambrian, play an active part in the day to day running and continued growth of the business. less

Cash My Pension In

Cash My Pension In

Bicester, Oxfordshire, South East England, OX27 7SG

We are pension specialists qualified in all areas of pension advice. We enjoy the challenge of the complicated nature of pensions and like to help our clients by making pension planning easy and tailoring it to your personal financial goals. We provide you with detailed information and options, so you can make an informed decision. It's a free initial review, and you are under no obligation. less

Commercial Finance Brokers UK

Commercial Finance Brokers UK

Ipswich, Suffolk, East England, IP3 9FE

The ‘good news' is we charge our clients fees. This means we work for you, not the lender. We are not influenced by wanting to only deal with lenders who pay brokers high introduction fees. Our success fee is 1% however we will negotiate this fee for larger loan amounts. less

Integrity

Integrity

Chobham, Surrey, South East England, GU24 8RQ

Founded in 2002, the practice has grown steadily. We now assist in both personal and corporate financial planning, helping you make the most of your journey towards building a secure financial future. All initial consultations are free of charge and without obligation. We hope that you, like many of our existing clients, will enjoy working with our friendly and personable advisers, and look forward to helping you recognise and achieve your financial goals. less

CP Financial Solutions

CP Financial Solutions

Horley, Surrey, South East England, RH6 9LW

We are Independent Financial Advisers, here to help and guide you through your financial needs in life. From the excitement of buying your first home, protecting you, your income and assets, the numerous forms of investment including pensions, ISAs, school fees and many more, tax planning to Equity Release, as your needs and circumstances change we will work with you - we feel it is important to establish on-going relationships with our clients, be they individuals, families or businesses. 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