Consulting an expert financial adviser is usually a smart move to make the most of the money you have. But many of us could be confused as to what to look for when selecting a financial advisor.
The top financial adviser in Cornwall provides clients with specialist advice on how to manage their money. The role involves researching the marketplace and recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs, and then securing a sale.
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Below are some of the key questions you might like to ask when making your decision:
Some advisers specialize in one area, others cover a range of areas, choosing the right one depends on the depth or breadth of advice that you are seeking.
1. Is your chosen adviser authorized by the Financial Services Authority?
You should check with the FSA before taking or paying for any advice. Firms that are not registered should be avoided. Any reputable company should be registered with the FSA.
2. Is your chosen adviser independent?
Financial advisers enjoy differing levels of independence. An independent financial adviser should give you a service tailored to your needs offering a range of products from across the market.
The financial world is becoming increasingly complex, with a huge range of products available to the consumer. Whether you're looking for advice on pension schemes, annuities, investments, mortgages, or any other financial decisions affecting you or your company. Finding a reliable independent financial adviser can help you consider the full range of options available.