Qualifications
Financial Advisers are professionals who offer advice on financial matters and recommend suitable financial products. To practice as an IFA, individuals must obtain relevant qualifications and adhere to regulatory requirements. Here is an overview of some of the key qualifications: 1. Diploma in Regulated Financial Planning (DipPFS or DipFA) * Issuing
Consumer duty
Why Should I Use A Financial Adviser | 2022 Looking into retirement options and wondering what to do with your pension funds? Financial advisers can help you identify and achieve your goals by providing the crucial perspective and strategy you need. Keep reading for our top reasons to hire a financial
Debt
Dealing with personal debt in the UK can feel overwhelming, but with the right approach, you can tackle it systematically. Here are some steps and considerations to help you manage and reduce your debts: 1. Acknowledge the Debt: Recognize that there's a problem and commit to addressing it.
Consumer duty
New research shows those customers who receive financial advice can be better off on average by £40,000. Those who received financial advice in the 2001-2007 period had accumulated significantly more liquid financial assets and pension wealth than their unadvised equivalent peers by 2012-14. ‘The Value of Financial Advice’, produced
News
How to use the FinancialAdvisers.co.uk directory if you are looking for financial advice in your area.
scams
If you are unexpectedly approached about an investment opportunity that seems too good to be true, it probably is. Fortunately there are steps that you can take to spot these scams and avoid risking your life savings. Read the full guide on how to “Scamproof your savings” from the Pensions
help
Pension Information: Guide To The Basic Facts. YOU MIGHT HAVE ONE OR MORE DIFFERENT TYPES OF PENSION. UNDERSTANDING WHICH YOU HAVE IS IMPORTANT BECAUSE IT AFFECTS THE DECISIONS YOU NEED TO MAKE AS YOU APPROACH RETIREMENT. * What type of pension do I have? * Your State Pension choices * Your pension choices
help
Dont forget, if you have more than £30,000 in your pension pot you need to take pension advice by law before transferring your pension. Our survey shows people got most benefit by talking to an adviser before making any decisions. 80% of people who talked to an FCA regulated