Using a financial adviser is very much a personal choice and one that has to work for your personal circumstances. With goalposts feeling like they are constantly being shifted by ever-increasing interest rates and inflation, it’s making us all look much closer at what we spend… and save.
What does a financial adviser do?
A financial adviser’s mission is to help close the gap between where you are financially and where you would like to be. A financial adviser will look at your personal circumstances and financial plans and recommend products to help you to meet your needs.
Why do people use financial advisers?
There are many occasions in life where financial advice can make a big difference. A financial adviser will do more than just tell you where to put your money, they will make sure that your money works well for you and help you to achieve goals in life. Dedicated financial advice is tailored to you and your situation and expert advice can be invaluable when faced with decisions where money depends. A financial adviser will provide guidance on which to base these crucial choices, and though you may seek guidance online from family and friends, neither of those can give you as much unbiased advice or confidence as that from an experienced professional.