The recent volatile conditions of the British market have put increased pressure on families and individuals in the UK. With the Bank of England’s base rate rising for the thirteenth …
Top Traits of a Veteran Financial Advisor
Nowadays, people are more aware that it’s important to invest their money into different financial products that will help them grow their wealth. Having a single income stream nowadays wouldn’t …
7 Tips: How to Effectively Conduct an Online Financial Planning Meeting
There are many reasons why some people don’t like online conferencing to conduct financial planning sessions. Video makes it harder to read the emotions of the interlocutor (not to mention …
About Citizens Advice
Citizens Advice is a network of charities that offers free and impartial advice to everyone in the UK who may need it. It is formed from three separate charities: Citizens …
7 Reasons Why You Should Consult a Wealth Management Expert
As a business owner, you’ve surely honed your skills and expertise to offer the best product or service in your industry. However, any good economics book will make clear that …
How to Choose a Reputable Financial Advisor
According to the figures, there were an estimated 27,557 licensed financial advisors in the UK as of 2019, with this number up 3% year-on-year and 8% since 2016. This highlights …
Choosing A Tax Adviser: 10 Crucial Factors To Consider
Finding the right tax professional to give you advice on taxation matters is crucial. A tax professional will have all of the most up-to-date knowledge of taxation issues and will …
What Does it Take to Become an Investment Advisor in the UK vs the US?
Investment advisors are professionals who provide financial counsel to their clients. Although this profession is also considered a “financial advisor,” investment advisors need an entirely different set of qualifications, certifications, …
6 Benefits of Hiring a Financial Advisor
Your financial path is a crucial part of your life, especially when nearing retirement. Many people end up living a paycheck-to-paycheck kind of life because they’re not keen on how …
How Much are Financial Advisers Paid?
The financial adviser career path is quite an attractive one to anyone looking for a financial career. An office location, a client-facing role, supported by a base of technical expertise. …
The Different Types of Financial Advisers
You often hear the term ‘financial adviser’, meaning a finance professional who will design an investment plan for you and recommend specific investment products. It’s also a loose term – …
How to Get Cheap Financial Advice
Financial advice, provided by a qualified and regulated provider, get be invaluable for a new investor. Without this advice, they may have never taken the dive into the stock market …
How to Save Money on Financial Advice
Financial advice isn’t cheap. Knowing how to save money on financial advice can really make a difference to your financial returns, because every penny saved on financial advice is an …
Do I Need Financial Advice?
‘Do I need financial advice?’ is a common question asked by people when their circumstances change. Most people are happy with their current savings and investment plan. It might be …
When Should You Get Financial Advice?
The need for financial advice is as evident as the fact that the stock market is risky. But when should you get financial advice? Financial advice from a regulated professional …
Why Financial Advisers Struggle to Convert the Public
Did you know that financial advisers only serve a slim minority of the public? I’m talking about financial advisers who manage the savings and investments (and potentially insurance) of individuals. …
Is Financial Advice Worth the Cost?
With financial advice costing hundreds or thousands of pounds, many would-be investors are asking themselves the question: Is financial advice worth the cost? Is it worth losing a small sum …
Do Financial Advisers Have a Good Reputation?
Do financial advisers have a good reputation? Our article on how to become a financial adviser in the UK is one of the most popular posts on this website. It’s …
Why I Choose the Best Investing Books over Financial Advisers
When we set out to invest for the first time, we consider where to get the right financial advice. There are many sources of information which each carry their own …
Are Financial Advisers More Expensive Now Than in the Past?
If you’ve used a financial adviser in the UK over the past 10 or 20 years, you may have noticed that something quite significant changed in 2012. Getting financial advice …
Why Get Pension Advice from a Financial Adviser?
If you work for a good employer, you have probably been offered a workplace pension scheme of some kind. This could be a ‘defined benefit scheme’ which is common in …
Why You Should Not Use a Financial Adviser
This article is part of my Q&A series on financial advice. Today’s question is ‘Why you should not use a financial adviser?’ One of the biggest questions that investors grapple …
Do Banks have Financial Advisers?
This article is part of my Q&A series on financial advice. Today’s question is ‘Do banks have financial advisers?’ With each year that passes, we seem to visit the bank …
Do Financial Advisers Invest Your Money?
This article is part of my Q&A series on financial advice. Today’s question is ‘Do financial advisers invest your money?’ The question of what a financial adviser does beyond giving …
Is Having a Financial Adviser Worth it?
This article is part of my Q&A series on financial advice. Today’s question is ‘Is having a financial adviser worth it?’ As I explained in How much does a financial …
Where Can I Get Free Financial Advice?
This article is part of my Q&A series on financial advice. Today’s question is ‘Where can I get free financial advice?’ Finding a financial adviser to build and monitor your …
How Much Does Financial Advice Cost?
This article is part of my Q&A series on financial advice. Today’s question is ‘How much does financial advice cost?’ Cost is perhaps the number one consideration when people are …
How to Become a Financial Adviser (UK)
Becoming a financial adviser is a very rewarding experience. A financial planning career can provide you with a rich and varied experience that you would expect from a highly professionalised …