Talk to The Financial Advice Experts whether you are planning for retirement, looking to make an investment or wanting to manage your exposure to tax. We have the best independent financial advisors in the country and can arrange a meeting with an expert financial planner, local to your home or place of work.
Advisor Financial Services
Local financial services we offer include:
- Inheritance advice.
- Financial Planning and Investment advice.
- Life Protection.
- Pension advice for both companies and individuals.
- Savings and ISA advice.
- Tax Planning advice.
- Personal Financial planning and advice.
We liaise with the best financial advisors to tailor our service to suit your needs. There is no one-size-fits-all solution when it comes to financial and wealth planning. Your circumstances are as unique as you are.
What does an Independent Financial Advisor Do?
Even people with relatively simple financial needs can benefit from the support of a registered independent financial advisor. While your bank or pension firm may offer savings and investment advice, it is limited to their products and is therefore biased towards the solutions they are able to offer. Working with The Financial Advice Experts gives you access to a nationwide network of financial experts who are independent of any particular company.
During your consultation, your local financial advisor will talk to you about your lifestyle and goals as well as about your financial circumstances. They will look at investments which will benefit you now while taking into consideration your future needs. A good financial consultant will respect your tolerance for risk so that you feel confident about your money-management choices. Working with a local IFA gives you access to a wide variety of products so that you can choose one that suits your specific needs.
Choosing an Independent Financial Advisor
It is important you trust the person giving you financial advice as they can influence your financial stability now and in the future. Whether you work with an independent financial advisor or a restricted one, they should be registered with the Financial Conduct Authority. FCA advisors adhere to specific standards and need to pass FCA defined qualifications so you can rely on the advice they give to be sound.
Independent Financial Advisors can:
- Consider and advise on all relevant financial investment products, not just those belonging to a particular company or institution.
- Can not be incentivised to recommend a particular product in preference to another.
- Can look at a variety of financial markets to identify the best investment for you.
A Restricted Financial Advisor cannot be incentivised to recommend one product over another if it is not suitable. However, they are not impartial as they are paid by an investment firm and can only recommend a narrow range of products. They are legally not allowed to refer to themselves as “independent” as their loyalty lies with their employer rather than with their client.
Find an independent financial advisor simply by enquiring online or using our freephone number. We work with the UK’s leading independent financial brokers and can arrange a free, no-obligation consultation with an IFA local to you.
Meet Your Investment Goals
Investing can be complicated, but we don't think it has to be. As your personal plans continue to evolve through life our panel of financial advisers assess what is realistically possible and put the best plan in place to achieve them.
Plan For Your Retirement
Planning for retirement is a uncertain business and there are many different options available. Wealth managers will help construct a bespoke portfolio to maximise your long-term options through an array of retirement options.
Provide For Your Family's Future
Money can be complicated especially when it comes to planning for your family's unforeseeable future. As markets are volatile there are many things our IFAs will help you to think about - to both protect against and make the most of your wealth.
Our areas of specialism include
- Financial Advisors
- Financial Planning
- Inheritance Advice
- Investment Advice
- Life Protection
- Pension Advice
- Personal Finance
- Personal Protection
- Retirement Investment
- Saving & ISA
- Tax Planning
- Wealth Advisor
- Wealth Management