What is a Financial Adviser?

Posted on: November 8, 2022

What is a Financial Adviser?

 

What is a Financial Adviser?

A Financial Adviser has in-depth experience and expertise in finance, they understand the various types of financial products, which means a financial adviser is well placed to advise and recommend which products are most suitable to help you reach your financial goals.

A Financial Adviser will help you develop a financial plan, taking into account your current position, and what your aspirations and dreams are, they will then keep track of your investments and provide regular insight as to whether your financial plan is on track.

When looking for a financial adviser check they are on the FCA register and therefore are a regulated adviser;

https://register.fca.org.uk/s/

Look for someone who is a Chartered Financial Planner, as this is the widely accepted ‘gold standard’ qualification for professional financial advisers, they are among the most experienced and most qualified advisers in the profession.

What does This Financial Adviser Do?

A good financial adviser understands that you have different monetary decisions to make and that those decisions will affect you and your family. Thus, they take their position seriously and only advise you in ways that they would act themselves.

This person will also look at you as an individual, rather than simply a client, and want to connect with you on a genuine level. If you do not get this sense upon first meeting the financial adviser, then it may not be the right person for you.

Ideally, the expert who you hire is someone who listens to your needs and wants to help provide you advice on a range of matters, from finding life insurance to a mortgage, or making investments, such as shares. Always keep in mind that this person needs to know the market in addition to simply having a nice personality.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Financial Adviser Shropshire – a local touch

Those who live in Shropshire know that it is one of the most naturally beautiful parts of England. To keep living a comfortable life, in addition to enjoying this fantastic scenery, you may want to seek a financial adviser in Shropshire to make sure that you get the most back from your money.

But hiring a financial adviser can seem like an overwhelming prospect. Where do you begin and how do you know who is the best? The answers below will provide you with the help you are looking for, all conveniently in one place.

Useful Links

Give us a call.
01952 455 775
Visit our Shifnal office.
4 Church Street, Shifnal, Shropshire, TF11 9AA

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    The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

    Company Directors: Claire Dentith APFS, DipPFS, and Michael Dentith.

    CD Financial Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority (667763).

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    CD Financial Ltd is a company registered in England and Wales (08440585) whose registered office is situated at 4 Church Street, Shifnal, TF11 9AA.


    All photography taken by NJ Photography