Do You Have a Financial Advisor?
Are you looking to invest a sum of money, need financial planning advice for the future or want to review the savings and investments that you already have? You may be looking at investing in a new financial area or product or just want to review your personal savings portfolio and look for alternative investments. Do you have a Financial Advisor that can handle all that you ask of them? You may even ask yourself if you need an advisor.
Registered Financial Advisors are trained in identifying what options are relevant to you, usually after a discussion and review of your current financial situation. They will ask specific questions about your circumstances and what your attitude to risk is, helping to match financial products to your situation.
There are different types of Financial advisors, often specialising in focused areas of interest such as savings, general financial advice or pensions. An Independent Financial Advisor is not “tied” to any bank or company and is free to offer you products from the whole of the marketplace. Other Financial Advisors may be tied to a company or institution and they will focus on products and services within their portfolio.
Working with a Financial Advisor has many benefits, mainly in choosing a product or service that meets your needs and circumstances. Also, Financial Advisors often have a much wider range of products than are available to the public or private investor. More importantly, you will have protection should things go wrong, and you receive unsuitable advice or an advisor does not act in your best interests.
Elliot Fletcher Limited are a Liverpool based team of Independent Financial Advisors who are dedicated to building, preserving and increasing their client’s wealth. They provide impartial, un-biased advice on the wide range of investment options available to you and they will give you the confidence to make the right decisions about your money.
If you would like to have a no-obligation initial consultation with one of the team to secure your financial future, then please make contact directly to arrange an appointment, or to make any enquiry –
Telephone – 0151 709 2299
Elliot Fletcher Limited is Authorised & Regulated by the Financial Conduct Authority
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