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Tips & guides

We've set out all the information you need to make an informed decision when choosing financial advisor and to ensure you get the most out of your free one hour consultation

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.

Questions to ask an advisor

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

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.

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.

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.

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.

Final Salary Pension Schemes

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

Investments & Savings

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

Inheritance Tax Planning

With a skilled Financial Advisor, it is possible to drastically reduce the amounts of Inheritance

Insurance & Protection

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

Mortgage & Equity Release

An experienced Financial Advisor or Specialist Mortgage Advisor will be able to talk you