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The Benefits of Using an Independent Financial Adviser

Independent Check create bespoke guides for IFAs to use int heir marketing efforts. This is a sample version, visit our website to order the full version: www.independentcheck.co.uk

Independent Check create bespoke guides for IFAs to use int heir marketing efforts. This is a sample version, visit our website to order the full version: www.independentcheck.co.uk

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Introduction<br />

If you are looking for help with your money or for fin<strong>an</strong>cial advice or fin<strong>an</strong>cial<br />

pl<strong>an</strong>ning – you will be faced with a number <strong>of</strong> choices about how to access this<br />

advice or help.<br />

You c<strong>an</strong> possibly use the internet, use a telephone-led service, do-it-yourself or you c<strong>an</strong> engage<br />

a fin<strong>an</strong>cial adviser/fin<strong>an</strong>cial pl<strong>an</strong>ner.<br />

<strong>The</strong>re are two reasons why someone may prefer a direct option or a do-it-yourself approach to<br />

using a fin<strong>an</strong>cial adviser:<br />

1. <strong>The</strong>y do not w<strong>an</strong>t to pay the costs involved with the fin<strong>an</strong>cial pl<strong>an</strong>ning service provided<br />

by the fin<strong>an</strong>cial adviser, believing they will save money by NOT using the services.<br />

2. <strong>The</strong>y think that they c<strong>an</strong> get a better outcome by doing things themselves, for example<br />

they may believe that they c<strong>an</strong> achieve higher or better returns on their invested<br />

money.<br />

<strong>The</strong>re is real value in seeking out pr<strong>of</strong>essional advice.<br />

2 | Page<br />

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