Call us on 01202 622223 for a no obligation consultation
Call us on 01202 622223 for a no obligation consultation

Why use a financial adviser?

Research proves that financial advice can significantly benefit your wealth and financial security:

  • Receiving financial advice resulted in approximately £27,664 in additional pension wealth
  • the overall value of receiving financial advice is approximately £41,099 additional financial and pension assets.
  • Those who took advice have accumulated 20% more assets than those who have not taken advice.

Source: The value of financial advice A Research Report from ILC-UK. Assessed over the period 2001-2007.

financial_advice_value_added

The typical self-advised client

The most common mistakes made by unadvised investors

self_advised_errors_advice_poole
Research studies have been able to quantify the mistakes made by unadvised investors

quantify_unadvised_portfolio_costs_advice_poole

What is an Independent Financial Adviser, or IFA?

An Independent Financial Adviser’s (IFA) will:

  • Help you to identify your goals, then build a plan to achieve those goals
  • Offer savings and investment products from the ‘whole of the market’ with no ties or bias
  • Offer a wide range of products and services available in the UK.
  • Use our experience and leading research software to compare the multitude of products available
  • Use sophisticated tools to forecast your future wealth to help you stay on track in achieving your goals.

We are answerable only to you, our client, and to our regulator – the Financial Conduct Authority.

Are Independent Financial Advisers expensive?

We like to think that we provide a value for money service.

Our charges reflect that our service is personalised to your needs. We take time to get to know you, your circumstances, and financial goals. 

We maintain strict standards of advice and adhere to the requirements of the Financial Conduct Authority, and we bear the responsibility if things go wrong.

Our advice is covered by the Financial Services Compensation Scheme.

We are highly qualified and skilled professionals, and hold specialised qualifications.

We maintain regular Continuous Professional Development (CPD). Our charges reflect the time needed to maintain the skills of the advisers and support team.

If you have any questions, or would like to know how we can help you, feel free to call us on 01202 622223 or send us a message using our online enquiry form.

This website uses cookies. By continuing to browse this site, you accept this policy. Read more