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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Why pr<strong>of</strong>essional advice is import<strong>an</strong>t<br />
<strong>The</strong> requirement for good fin<strong>an</strong>cial pl<strong>an</strong>ning support arises from a variety <strong>of</strong> reasons:<br />
1.<br />
2. <strong>The</strong>re are <strong>of</strong>ten m<strong>an</strong>y different ways <strong>of</strong> tackling a fin<strong>an</strong>cial requirement.<br />
3.<br />
4. <strong>The</strong> costs <strong>of</strong> m<strong>an</strong>y fin<strong>an</strong>cial products are sometimes unclear <strong>an</strong>d there c<strong>an</strong> be hidden<br />
costs.<br />
5.<br />
6.<br />
7. M<strong>an</strong>y fin<strong>an</strong>cial decisions are subjective – for example relying on future (unknown)<br />
investment returns to support the value <strong>of</strong> the decisions or steps taken.<br />
In overall terms – fin<strong>an</strong>cial pl<strong>an</strong>ning is <strong>of</strong>ten difficult, convoluted <strong>an</strong>d is easier<br />
to h<strong>an</strong>dle with <strong>an</strong> expert involved. It is not something to be taken lightly <strong>an</strong>d is<br />
always better for a concentrated approach.<br />
3 | Page<br />
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