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
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
<strong>The</strong> practical <strong>an</strong>d real benefits <strong>of</strong><br />
<strong>Independent</strong> Fin<strong>an</strong>cial Advice<br />
<strong>The</strong> distinction as set out by the regulations is one thing, but how does this tr<strong>an</strong>slate into<br />
the day to day work <strong>an</strong>d the overall service/advice that you c<strong>an</strong> expect?<br />
To highlight the benefits in this way there are a number <strong>of</strong> common areas <strong>of</strong> fin<strong>an</strong>cial<br />
pl<strong>an</strong>ning that c<strong>an</strong> be shown as examples:<br />
Appropriate solutions: products, comp<strong>an</strong>ies, funds<br />
Whatever your current position you will need to use fin<strong>an</strong>cial ‘products’ to help you along your<br />
fin<strong>an</strong>cial pathway. <strong>The</strong>se could include pensions, tax wrappers such as ISAs, savings accounts,<br />
life assur<strong>an</strong>ce products <strong>an</strong>d <strong>an</strong>nuities. <strong>The</strong>se products will be available to you from m<strong>an</strong>y<br />
different comp<strong>an</strong>ies (the ‘product providers’), they will have costs, they will in m<strong>an</strong>y cases<br />
have underlying funds that you need to choose, terms <strong>an</strong>d conditions that will apply amongst<br />
m<strong>an</strong>y other factors.<br />
7 | Page<br />
Email: Your email goes here | Tel: Telephone goes here
Change language