Independent Financial Adviser
A good trusted financial adviser will be able to provide you with sound financial recommendation to help you manage your risks and bring you one step closer towards your goals in life.
Independent financial adviser. Read more on the difference. Choosing a financial adviser is an important decision. Types of financial adviser. An independent financial adviser will be able to search the whole of the market to get the best product for you and must be entirely unbiased to call themselves independent.
The key to finding the right financial adviser is working out what type of advice you need. In some instances an independent financial adviser can also be a more expensive option than receiving advice from an adviser who isn t classified as independent. Under the senior managers and certification regime sm cr we will be publishing and maintaining on the fs register the details of individuals who are certified and assessed by their firms so you can check the details of advisers working in financial services. At the time 1988 the uk government was introducing the polarisation regime which forced advisers to either be tied to a single insurer or product provider or to be an independent practitioner.
A potential disadvantage of engaging a financial adviser is the cost. There are two types of financial advisers. Find an ifa independent financial advisers whole of market financial advisers mortgage advisers and accountants adviser search financial guides financial tools and impartial information on professional financial and legal advice. There are 18 independent financial advisers listed across melbourne including 14 that are members of the profession of independent financial advisers pifa.
As previously noted it is important to understand their costs and what you are paying for upfront. Choosing a financial adviser might seem daunting but if you need help with a financial decision it s worth persevering. Financial advisers look at your personal circumstances and your financial plans and recommend products to help you meet your needs. Looking for advice on using your.
A good adviser can save you money and a lot of worry. Independent financial advisers ifas give unbiased advice about the whole range of financial products from all the different companies available. Choosing a financial adviser you trust. Find an ifa independent financial advisers whole of market financial advisers mortgage advisers and accountants adviser search financial guides financial tools and impartial information on professional financial and legal advice.
The term independent financial adviser was coined to describe the advisers working independently for their clients rather than representing an insurance company bank or bancassurer.