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The Different Types of Advisor
Choosing the right person to help you organise your financial affairs can be one of the most important things you do when it comes to financial planning. However, it can be a minefield when it comes to ensuring that you choose a financial adviser who suits you and your needs.
Sell products for one company only.
Very limited selection.
e.g. Advisor in local bank
Independent Financial Advisor
Choose products from the entire market.
Obtain several quotes.
Not forced to sell a specific product to meet targets.
Tailored solutions using all products available in the market.
Sell products for a few companies.
“I can’t believe it took us this long to make a change. So happy that we did. Numbers don’t lie.”