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How to choose an advisor

What should you look for when choosing a Financial Advisor and how to select the right advisor for your individual needs.

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Questions to ask an advisor

Good questions to ask a Financial Advisor when choosing an advisor suitable for your individual needs.

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How much does it cost?

This a good question to ask. If you're considering hiring one, its essential to know the cost of financial advice.

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What does a Financial Advisor do?

Find out exactly what an Independent Financial Advisor does, how they are qualified, how they are regulated and how they can help you.

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Do I need a Financial Advisor?

You may have only £10,000 or £100,000, but if you feel that the word "substancial" applies then, yes it's probably a good idea to get some advice.

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Areas of advice

Pension Review

By undertaking a pension review you're allowing a qualified and experienced Financial Advisor to go through your plan with a fine-toothed comb.

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Final Salary Pension Schemes

Discover the benefits of having a Financial Advisor look over your Final Salary Pension Scheme.

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Investments & Savings

A Financial Advisor specialising in savings plans will assess your unique circumstances and analyse the market looking for a suitable scheme.

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Inheritance Tax Planning

With a skilled Financial Advisor, it is possible to drastically reduce the amounts of Inheritance Tax we will have to pay.

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Insurance & Protection

In this, imperfect world it's a good idea to make sure you're covered when things go south.

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Mortgage & Equity Release

An experienced Financial Advisor or Specialist Mortgage Advisor will be able to talk you through your options and explain the process.

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