Read about the different types of Financial Adviser in the marketplace

There is a lot involved in the process these days - read this guide for an understanding of why it is so important to you.

Full information is vital - it protects you and your adviser. Check the type of questions that you will be asked

We are all different, with different views and feeling towards risk - read what it means.

Commissions? Fees? Both?

Get the information and some insight into which might be best for you.

Financial Advice

Over the years we have encountered many people who try to “do it themselves”. Whilst this is feasible, you may have to question whether you have the time and expertise to do so. Also, can you really keep abreast of changes and developments?

Most plumbers would tell you that they end up charging more for putting a bad job right than they may have charged in the first place!

If you get it wrong with your financial planning, however, it may be too late to provide the income needed in retirement, too late to take out critical illness cover after your heart attack and too late to put right the enormous Inheritance Tax bill that you have left your family. . You should take proper Independent Financial Advice.

You should get to know your adviser; if you can both work together, long term, in an atmosphere of mutual trust then you have gone a long way to making sure that there will be no nasty surprises ahead.

Here we can give you a strong grounding before you meet with an adviser for the first time. This will help reduce any apprehension that you may have if this process is new to you and also assist your adviser, as he or she will be able to focus more clearly on your needs as you will already understand, at least partially, the processes involved.

If you want to receive more detailed information about how we can provide the right level of financial advice then please contact us. If you would like to download our terms of business and associated forms, these are available on our downloads page.

Alternatively you may like to arrange consultation with an Independent Financial Adviser. If this is the case, please complete our contact form and we will get in touch with you to discuss your requirements. Whilst we are based in Norwich and operate predominantly in Norfolk and Suffolk, we can also provide a national service.