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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.

Tied Advisor

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.

Competitive pricing.

Not forced to sell a specific product to meet targets.

Tailored solutions using all products available in the market.

Multi-Tied Advisor

Sell products for a few companies.

Limited selection. 


“I can’t believe it took us this long to make a change. So happy that we did. Numbers don’t lie.”

John D