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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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Some areas <strong>of</strong> fin<strong>an</strong>cial pl<strong>an</strong>ning are almost impossible<br />

to undertake on a DIY basis<br />

DIY investing is described as a position where <strong>an</strong> individual makes their own arr<strong>an</strong>gements for<br />

themselves.<br />

However, there are m<strong>an</strong>y areas <strong>of</strong> fin<strong>an</strong>cial pl<strong>an</strong>ning where advice should always be taken <strong>an</strong>d,<br />

in m<strong>an</strong>y cases, in reality it is almost impossible to pursue a DIY approach.<br />

Specialist advice is just that: specialised! And because so much <strong>of</strong> the fin<strong>an</strong>cial pl<strong>an</strong>ning<br />

requirement is connected or inter-connected then the advice required (<strong>an</strong>d by definition the<br />

steps one needs to take) in one area could knock onto <strong>an</strong>other.<br />

In this respect good fin<strong>an</strong>cial advice is <strong>of</strong>ten described as holistic.<br />

4 | Page<br />

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