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How to find a financial advisor

May 11, 2020 9:22 pm

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Getting sound financial advice is important, especially when you have important decisions to make that can affect the future value of your assets. Here is some useful information about what independent financial advisors do and how you can find one for your needs:

What can they do?

A financial advisor can provide advice and guidance on a variety of issues and products including:

investment

Health and Life Insurance

property

Tax and Inheritance

mortgages

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A financial advisor should be your first port of call when have more complex financial products, such as equity release and investments. This kind of professional advice is critical to avoid ending up with something that is wrong for your needs.

Financial advisors know where to look to find the right products and investments for your needs and help you plan what you will do with your money for the long term.

How to select a financial advisor?

First, it is important to establish what you need. Depending on what you need, it may be wise to seek out a specialist in the area, such as investments, retirement or property. For more complete financial planning, find someone who can offer the whole package with Financial Software, like that found at Intelliflo, a leading provider of Financial Software

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Second, ask to see their qualifications. The law requires them to qualify but it makes sense to check anyway. Extra qualification and membership of industry associations are also a good sign.

Third, it always pays to negotiate when it comes to costs. Do not assume that it’s set in stone. If you think you have to pay a little more, talk to them and negotiate a better deal.

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