- What do financial advisors do?
- What are the pros and cons of having a financial advisor?
- What is the difference between a financial planner and a financial advisor?
- How often do you need to see a financial advisor?
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- How to find a financial advisor
- What to expect from a financial advisor
Financial Advisors in the UK. The average hourly rate of the 50 Financial Advisors listed is £0. Financial Advisor rates vary with location. For example, Kelvin Smith Financial Planning in Glasgow charges from £ per hour.
When hiring Financial Advisors in the UK get multiple quote to compare prices and services.
Our trusted Financial Advisors
Our focus is making sure that you understand our recommendations and work closely with you to achieve your goals and objectives, so that you have complete peace of mind with regards to your finances. Continuum has been created by some of the most experienced people in the industry to deliver a modern financial planning experience. Continuum is a partnership of like-minded Independent Financial Advisers sharing a common passion, approach and commitment to practicing true financial planning. Our a...
We want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions. Established in 2005, we are a team of independent financial advisers, based in East Edinburgh. Our team are enthusiastic about what we do, and aim to form life-long relationships with our clients. Additionally, we believe that trust and mutual respect are the keys to a successful client-adviser relationship Financial planning: Wealth management Investments: Investing...
Chartered Financial Planners helping our clients live life on their terms. Johnston Carmichael Wealth is an award winning, independent Chartered Financial Planning firm, named No. 1 UK Financial Adviser in the FTAdvisers Top 100 in 2022 and 2023 with a heritage that spans more than three decades and a team of 16 financial planners. At the heart of our philosophy is the goal of Live Life on Your Terms and we aim to make this a reality not just for our clients, but for our 60 team members made up ...
You are unique and so is your wealth. Melville Independent plc is committed to be at your side, protecting what you have, developing it, and eventually passing on your wealth to those important to you. From its establishment in 2011 Melville Independent plc has prospered and grown into a leading advisory firm of enviable repute. With the fair treatment of clients underpinning our business, we do not discriminate and thus offer quality personal service across the board and in doing so help client...
Covering Edinburgh, Lothians, The Borders and beyond, Gosford Financial Services Ltd offers a thorough and professional service, guiding you through all your financial needs through your lifetime. Gosford Financial Services Ltd has been giving full and thorough Independent Financial Advice for over 20 years. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness ...
We are a truly independent financial advice firm with our clients at the heart of everything we do. Our values are built on establishing long term client relationships to help you achieve your financial goals. Our philosophy at Libertas Financial Management is freedom, and that’s why we are completely independent with the advice we offer.We have over 30 years’ combined experience in the financial services industry working with some of the largest financial institutions within the UK.We belie...
I am a multi-award winning financial adviser in Coldstream working with clients throughout the Scottish Borders and beyond. I have spent over 10 years building a first rate reputation for trustworthy financial advice delivered in a down to earth way. My office is in The Hirsel Estate in Coldstream but I am also able to visit you in your home anywhere in the Borders. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income ...
I believe that Financial Advice should be a right and not a privilege. With having more than 20 years’ experience in helping individuals and families reach and achieve their financial goals I provide advice on savings/investments, pensions and various financial protection products such as life/critical illness cover and income protection. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well being from investments and ...
At DPB Wealth Management Ltd, we are here to offer you independent, impartial advice and guidance, and we are only ever a phone call or email away. We believe that proper Financial Planning is about improving our clients short and long-term financial prospects and pride ourselves on delivering a professional service that is truly tailored to your individual set of circumstances, needs and objectives. We offer independent financial advice as we truly believe that clients should look for an advise...
Since 2015 we have been providing the highest level of financial expertise and advice on retirement planning, investments, mortgages and insurances. Our Financial Advisers can help give you financial peace of mind and let you enjoy the life you want to live now and in the future. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance ...
My Role as a financial adviser is to use my skills, to listen, build a long-term relationship and help you, your family and your business plan for the future taking into consideration short, medium- and long-term needs and objectives. AML Associates are a fully Independent Financial Adviser firm with no allegiance to any provider therefore putting the client first in everything we do. We are based in the central belt of Scotland and provide excellent customer service delivered with a smile. Pens...
We focus on ensuring you achieve your goals without breaking the bank on costs. You are our top priority, so we only do what is in your best inerests. Gilliand Neilson Brown are Chartered Financial Planners ensuring you receive advise of the highest standard.We provide independent advice, on a time based fee basis or commission can be chosen for insurance and annuities for more flexibility to suit your needs.Our success depends on client loyalty, we will therefore never recommend products which,...
We provide a unique personal service, offering bespoke and personal advice to each individual not off the shelf products. At KPW Investments we pride ourselves on providing a professional service over the full spectrum of your financial needs.We work with you and your family over the long term, ensuring that your financial goals are on track. What makes us different from other financial advisers is our focus on providing the most personalised tailored service to each and every one of our clients...
Our advisers have been carefully selected for their high professional standards, integrity and commitment to delivering excellent friendly customer experiences. Founded in 1998, Southern Financial Services is an independently owned, family company that prides itself in offering easy to understand, professional advice to clients both across Scotland and throughout the UK. With a dedicated team of highly skilled advisers, we can offer expert advice and guidance on a wide range of financial issues ...
Chartered Financial Planners helping our clients live life on their terms. Johnston Carmichael Wealth is an award winning, independent Chartered Financial Planning firm, named No. 1 UK Financial Adviser in the FTAdvisers Top 100 in 2022 and 2023, with a heritage that spans more than three decades and a team of 16 financial planners. At the heart of our philosophy is the goal of Live Life on Your Terms and we aim to make this a reality not just for our clients, but for our 60 team members made up...
Friendly, professional independent financial advice from the whole of the market to secure and protect your financial health and future. Passionate about providing financial security for our clients and their families futures we are committed to providing reliable financial independent advice from the whole of the market. We have over 20 years experience across the financial services industry, assisting individuals and companies, large and small. Our ultimate aim is to make our clients better of...
Strategic Solutions is honoured to have been awarded Moneyfacts Investment adviser of the year both in 2017 and 2015 Strategic Solutions is an award winning Chartered firm of Independent Financial Advisers covering the South of England, Abi and Vanessa run our Newton Abbot office providing financial advice to clients in South Devon. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life ins...
One of Vouched For UK Top Rated IFA 2019/2020 and 2021 Local Trusted Independent Financial Advice - based in Dartmouth since 1987 offering face to face and online advice using market leading technology Chadwick Financial Management, established in 1987, are authorised with the FCA as a trading style of Yorke Finance Ltd. One of the Vouched For UK Top Rated IFA in 2019; 2020 and 2021 Karen Cooper is accredited Later Life Adviser and Equity release specialist and a member of the Equity Release Cou...
Financial Planning and Investment Management to help you towards securing your and your familys financial future, and making those retirement plans and goals a reality. The Pension Drawdown Company was established in 1999. We are the original Pension Drawdown specialists. We are independent and whole of market, UK Chartered Financial Planners specialising in Pension Drawdown; providing pension, retirement & estate planning, and investment advice.We offer a personal and bespoke investment service...
Retirement planning expert, offering truly independent financial advice, through his friendly and professional service. I offer a modern financial planning service to guide you through a lifetime of financial planning and the complexities that this brings, at different stages of life. I enjoy building long lasting relationships with clients, all over the South West region.Curtis previously worked for 15 years at NatWest Bank, looking after their client financial needs, focusing on customer servi...
We are a fully independent, well established firm with Chartered status and a rapidly growing client base, primarily covering London and the South West of England. Our highly qualified and experienced consultants are authorised and regulated by the Financial Conduct Authority Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Tax...
Our professionally qualified advisers offer independent and un-biased financial and mortgage advice throughout the south and south west of England, ensuring that you receive the right product for your circumstances. TFA Trusted Financial Advice is a trading style of Tom French & Associates which was established in 1997 & is authorised & regulated by the Financial Conduct Authority and is entered on the Financial Services Register 185513. We have a long history of providing sound financial and mo...
Firmly believing in the power of bespoke financial planning, we all share a desire to help our clients make the most of their money and enable them to make those important decisions in life with confidence. As an Independent Financial Adviser with Carter Dawes, I now help individuals and businesses with their financial planning, focusing on pensions, investments, private medical insurance and protection. I also work very closely with a local estate planning practitioner and mortgage adviser, whi...
I help my clients grow & protect their wealth, plan for retirement and structure their estates to effectively mitigate Inheritance Tax.My advice is carefully composed and bespoke. I put my clients at the centre of everything I do. We are a full service IFA firm providing bespoke advice in all areas of financial planning and wealth management. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection:...
Based near Truro, Cornwall, we offer fully Independent Financial Advice for our clients financial needs. We offer a free no obligation consultation process. Our advice is then bespoke & tailored for every & every client personal requirements. Our extensive experience in advising individual and corporate clients, as well as charitable trusts and professional trustees, allows us to deliver effective solutions for an array of client objectives. Our independent financial advisers will listen, evalua...
Award winning adviser, award winning firm, specialising with Medical Professionals in Devon & Cornwall. Clear vision and specialist advice. We are dedicated to Medical Professionals and were founded out of the desire to put our clients at the centre of everything we do. A specialist provider of financial products and advice for Devon & Cornwall. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protecti...
We believe that life is about more tha just numbers. Money is simply the tool that allows us to do more of the things that we enjoy, and less of the things that we dont.We help our clients to build wealth, live well, and retire on their own terms. Here at TFA you can expect straight forward, no nonsense financial advice. We have an excellent team who are laser focussed on helping you achieve what is important to you. We work really well with families and business owners who are within 10 years o...
Fully qualified adviser with 12 years experience offering friendly impartial advice for individuals and corporate clients I specialise in all aspects of whole of market advice in relation to Mortgage, Insurance, Investments and Pensions. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Tax & trust planning: Estate planning Ta...
A conscientious Independent Financial Adviser who puts his clients needs at the heart of everything he does.Ian believes that great advice starts with fully understanding your present and future objectives and circumstances. Continuum has been created by some of the most experienced people in the industry to deliver a modern financial planning experience. Continuum is a partnership of like-minded Independent Financial Advisers sharing a common passion, approach and commitment to practicing true ...
We pride ourselves in building long term relationships with our clients. Our range of expertise includes working with businesses, pensions before and after retirement and investments all sizes. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Tax & trust planning: Income tax Estate planning Capital gains tax Taxation planni...
I am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real.Making decisions can be daunting, but I aim to make this process clearer and less complicated. Financial security, financial freedom and peace of mind are our focus as we work with you, whether you are an individual, a family or a business. Having worked with clients from all backgrounds and wealth for over 30 years helping them through financial decisio...
CF&IS ltd can help you, create, increase and preserve your wealth and help potentially save you tax . Old style service, coupled with latest best practice and technology.4 years awarded Vouched For / Sunday Times Top 1000 UK IFAS Cornwall Finance & Investment Services Ltd are Independent Financial Advisers based in Cornwall. Our business is built on excellent long-term service, being there over time as life changes for our clients and their companies.Our team of expert Advisors and support staff...
Based in the Lenzie and Motherwell area, I can provide advice on products from the whole financial market. 2plan wealth management Ltd is a national, independent, whole of market, firm of financial advisers (IFAs) and is authorised and regulated by the Financial Conduct Authority. 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK. The IFAs are equipped with the latest technology services available in order for them to provi...
We provide independent advice on investments, mortgages, pensions, life insurance, critical illness cover, income protection and at retirement advice. We offer a free initial consultation for both personal and business clients. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Savings: Lump sum Regular savings Savings for chi...
We are a family business who only want the very best for our clients At Breslin Financial Services you can count on us to assist you on your financial needs and most importantly treat you how we would like to be treated. Our advice is simple, clear and easy to understand and with over 20 years in the industry you can be confident that we will offer the best possible recommendation for your requirements. Managing your finances effectively can be a confusing business. The financial world is comple...
We provide joined up advice on investments, pensions, protection, tax and estate planning for individuals, families, trusts, charities and businesses. WJM is a full service law firm with an in house wealth planning team. We pride ourselves on providing joined up advice to clients and our wealth planning team works closely with legal colleagues to look after our clients legal, tax and financial affairs under one roof. Pensions & retirement: Pensions & retirement planning Financial planning: We...
Putting experience into practice. We are a firm of Independent Financial Advisers based in Largs. We have provided a "holistic" advice service to clients for over 10 years specialising in Pensions, Investments and mortgages including Equity Release.We pride ourselves on Client Service and all clients have access to our "Wealth Platform" where they can view all their assets on one easy to use site.The site also allows them to view the valuation of pensions and investments in "real time" Pensions ...
We invest your money as if it were our own. I offer an office based or home service. Quality of service, trust and transparency are just a few of our core values here at Money Advice & Planning Ltd (MAP). We are Glasgow based Independent Financial Advisors with franchises throughout the UK. The key services we offer are Financial Advice, Financial Planning and Investment Services. The product sectors we specialise in are Pensions, savings and Investments, Mortgages and Life cover and protection ...
We are an experienced team of financial advisers providing financial advice to individuals and businesses in the West of Scotland & beyond. We are committed to putting our clients at the heart of everything that we do, providing the best possible service. Established in 2001, the team at Phoenix has many years’ experience providing practical financial planning advice to people, families and businesses in the west of Scotland and beyond.We provide advice across a wide range of services includin...
We aim to provide clear and understandable financial planning advice.We believe that financial planning, saving, borrowing & investing need not be complicated - the best plans & products are the ones that are clear, understandable and easy to follow! Danbro Financial Planning is the independent financial advice & wealth management arm of the award winning Danbro Group.We work with clients from all backgrounds and can help you better understand how to use your resources effectively and efficientl...
?2021 North West Advisor Firm of the Year?2020 The Times Vouched For Top 100 Firm?2020 NMA Top 100 Firm?2020 LW Financial Planning Firm Of The YearBecketts FS is a multi-award winning Chartered Financial Planning Practice based on the Fylde Coast Becketts FS has been operating for over the past 20 years offering high quality, honest, ethical advice to individuals, families and companies. As a family run company we pride ourselves on delivering value to our clients. We specialise in retirement pl...
We focus on identifying client needs and providing tailored financial solutions. Studio 61 Wealth Management Ltd provides bespoke financial solutions to individuals, small companies and trusts. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Tax & trust planning: Income tax Estate planning Capital gains tax Taxation planni...
As Independent Financial Advisers, We can offer products and services to cater for all your investment, mortgage and insurance needs. CFS work closely with a number Risk ProfilingAsset Allocation Specialists and independent investmentresearch companies to provide a range of riskrated portfolios with a regular review service. Thesespecialists include Distribution Technology and MorningstarOBSR. We provide a regular review service that willappeal to Trustees looking to fulfil their duties under th...
I am passionate about high quality face to face independent financial advice, tailoring my recommendations to individuals personal financial needs. This is what I aim to do, to help you make good decisions about your money – providing clear information to help you achieve your financial goals.I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.Working with 2plan allows me to offer you all the benefits o...
Many banks are failing their clients by withdrawing independent financial advice, you deserve advice you can rely on long term. We are small friendly local branch based in the business and Banking sector of Greenock. We are part of a UK wide network of Independant Financial Advisers, We believe Successful financial planning is a two way process built upon a strong,trusting and importantly, lasting relationship. We are committed to really understand you, your circumstances and your expectations. ...
We specialise in serving clients with £100,000 + of investable assets (investment and/or pension funds).Financial, Adviser, Planning, Pensions, investments, At Brierie Financial Planning, we are a bit different. We wanted to be different. We wanted to create a financial planning company built on honesty, integrity and trust. Somewhere that is independent and completely focused on establishing lifetime relationships that our clients really value. Director of Brierie Financial Planning Martin Joy...
We aim to add real value to your financial situation and to give you financial peace of mind. Greenland Financial Planning Ltd has been providing independent financial advice in Gloucestershire since 2004.A financial review meeting with us may help you with:•Making the right financial decisions•Tax efficient saving•Investment income & capital growth solutions•Retirement planning & pension income choices•Protecting your family wealth•Financial peace of mindRegular ongoing annual revie...
Financial planning sits at the core of everything we do for our clients. We understand that wealth is the ability to fully enjoy life and that true wealth is not so much about money as our life’s experiences, contribution and values. At RockWealth we have a clear picture of what Financial Planning should be about … we focus on you.Financial planning sits at the core of everything we do for our clients. It’s what links them to where they want to be, from where they currently are.We have bee...
I provide fully independent, impartial financial planning advice to my clients. I take time to understand their circumstances, aspirations and financial planning objectives before working with them to help plan for and achieve their goals. AFH Wealth Management is a leading Midlands based IFA Practice. With our Qualified Financial Advisers plus technical and Investment professionals, we are able to offer you friendly, personable service and a wealth of experience. Our focus on portfolio construc...
Award Winning Independent Adviser acting in YOUR Best Interests.Lets Optimise your wealth so that you can afford your best life and retirement. Crystal Wealth is a co-operative team of ten, truly independent advisers with over two centuries of collective experience. Founded in 2003, we help businesses and individuals who are predominantly based across Bristol and the South West but we extend our support throughout the UK where appropriate. Pensions & retirement: Pensions & retirement planning ...
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