What you need to know

There are lots of ways  in which you can access good professional financial advice in the UK. Here are some useful tips to help you, should you decide to look for professional help.   

Seeking out a professional Financial Planner to help you to plan your future is one of the most important steps you will ever take. Many clients often say that their Financial Planner ultimately becomes one of the most important people in their lives so taking the time to ensure that you select the most suitable person at the outset is crucial.Ask for names from friends, family or colleagues who may have used a Financial Planner. Lawyers, accountants, and other financial specialists also can be good sources because planners often work with them to carry out their clients' Financial Planning needs.

Many planners specialise in working with certain types of clients, such as small-business owners, executives or retired individuals. Many have minimum income and asset requirements. Some specialise in certain areas of planning such as retirement, divorce or asset management. This is why we recommend that you interview at least three planners in person to find the right one to serve your needs.