Amazines Free Article Archive
www.amazines.com - Sunday, February 28, 2021
Read about the most recent changes and happenings at Amazines.com
Log into your account or register as a new author. Start submitting your articles right now!
Search our database for articles.
Subscribe to receive articles emailed straight to your email account. You may choose multiple categories.
View our newest articles submitted by our authors.
View our most top rated articles rated by our visitors.
* Please note that this is NOT the ARTICLE manager
Add a new EZINE, or manage your EZINE submission.
Add fresh, free web content to your site such as newest articles, web tools, and quotes with a single piece of code!
Home What's New? Submit/Manage Articles Latest Posts Top Rated Article Search
Google
Subscriptions Manage Ezines
CATEGORIES
 Article Archive
 Advertising (133458)
 Advice (161222)
 Affiliate Programs (34763)
 Art and Culture (73763)
 Automotive (145652)
 Blogs (75286)
 Boating (9850)
 Books (17222)
 Buddhism (4128)
 Business (1329101)
 Business News (426404)
 Business Opportunities (366380)
 Camping (10967)
 Career (72765)
 Christianity (15849)
 Collecting (11638)
 Communication (115070)
 Computers (241940)
 Construction (38912)
 Consumer (49685)
 Cooking (17074)
 Copywriting (6674)
 Crafts (18205)
 Cuisine (7545)
 Current Affairs (20422)
 Dating (45893)
 EBooks (19696)
 E-Commerce (48226)
 Education (185324)
 Electronics (83502)
 Email (6412)
 Entertainment (159840)
 Environment (28921)
 Ezine (3039)
 Ezine Publishing (5452)
 Ezine Sites (1550)
 Family & Parenting (110932)
 Fashion & Cosmetics (196501)
 Female Entrepreneurs (11849)
 Feng Shui (131)
 Finance & Investment (310506)
 Fitness (106340)
 Food & Beverages (62936)
 Free Web Resources (7941)
 Gambling (30224)
 Gardening (25162)
 Government (10544)
 Health (629671)
 Hinduism (2206)
 Hobbies (44057)
 Home Business (91586)
 Home Improvement (251097)
 Home Repair (46180)
 Humor (4833)
 Import - Export (5453)
 Insurance (45098)
 Interior Design (29587)
 International Property (3486)
 Internet (191002)
 Internet Marketing (146529)
 Investment (22852)
 Islam (1170)
 Judaism (1356)
 Law (80432)
 Link Popularity (4595)
 Manufacturing (20872)
 Marketing (99069)
 MLM (14136)
 Motivation (18225)
 Music (27013)
 New to the Internet (9496)
 Non-Profit Organizations (4047)
 Online Shopping (129632)
 Organizing (7805)
 Party Ideas (11853)
 Pets (38067)
 Poetry (2234)
 Press Release (12686)
 Public Speaking (5635)
 Publishing (7528)
 Quotes (2407)
 Real Estate (126635)
 Recreation & Leisure (95419)
 Relationships (87683)
 Research (16177)
 Sales (80337)
 Science & Technology (110270)
 Search Engines (23489)
 Self Improvement (153239)
 Seniors (6233)
 Sexuality (35954)
 Small Business (49284)
 Software (83017)
 Spiritual (23472)
 Sports (116099)
 Tax (7659)
 Telecommuting (34067)
 Travel & Tourism (307923)
 UK Property Investment (3121)
 Video Games (13427)
 Web Traffic (11750)
 Website Design (56839)
 Website Promotion (36602)
 World News (1000+)
 Writing (35792)
Author Spotlight
ALEX ANDER

Power Sky Clothing Company is professional and leading custom clothing manufacturers & wholesale clo...more
DERIK PARLEY

I’m Sujith Fonseka 34yrs old from Colombo. My Online Health & Beauty Tips offers a lot of great eboo...more
ELLISEN WANG

I'm Ellisen, nice to meet you! Obviously you're here because you want to know who I am. Wel...more
LEROY MAGER

LeRoy Mager has spent the last 15 years in the mortgage business helping people with damaged credit ...more
PUSHPA SRIVASTAVA

Pushpa Srivastava is an SEO strategist that helps online business owners figure out how to grow thei...more


What to Look for in a Financial Advisor by Laura Jeeves





What to Look for in a Financial Advisor by
Article Posted: 01/28/2021
Article Views: 95
Articles Written: 4310
Word Count: 617
Article Votes: 0
AddThis Social Bookmark Button

What to Look for in a Financial Advisor


 
Finance & Investment
No matter what age you are it’s never too early or too late to take control of your finances. While it’s tempting to ‘live in the now’ and enjoy a lifestyle fuelled by your hard-earned money, if you want to ensure that you can still enjoy a comfortable life once you hit retirement age, it’s imperative you have plans in place to allow you to do so.

For most people, managing long term financial goals can be a very daunting task: investments, pension planning, saving for your children’s education – all this requires specialised knowledge if it’s to be sustainable throughout your working life. That’s where a financial advisor comes in.

Call in a Professional

Taking on a professional advisor can be the single best financial decision of your life – and that’s no exaggeration. A DIY approach may be the choice for some, but if you want to make the best decisions on complex financial topics like pension planning, a professional can be the difference between a secure and comfortable retirement and one where you need to watch every penny.

So, the decision should be a no-brainer, but how do you find the right one for you?

Testimonials and Personal Recommendations Count

Don’t just head to the Internet and sign up with the first company that promises you the world. Do your due diligence and take the time to read through their history, background and testimonials (not only on their website but also on comparison sites). Ask around your friends, family or work colleagues, as well, because a personal recommendation is the very best kind. Most importantly, don’t rush into anything and do try to meet personally with a potential financial advisor before you make any decision. A good rapport and feeling of trust are vital.

Check Accreditations

Choose an independent financial advisor. Being independent means you can be sure they’re acting in your best interests across every aspect of your investments, without any corporate prejudice. (A good independent financial advisor will use an outside compliance firm to manage their responsibilities.)

In the UK the industry is regulated by the Financial Conduct Authority, and it’s vital you’re able to clearly see their accreditation and be safe in the knowledge that they operate under a code of ethics and compliance.

What Services Do They Offer?

You should look at this relationship as a long term one, so you need to know that no matter what your requirements, now and in the future, you can have confidence in their skills and knowledge. For example, they should be versed in all aspects of retirement planning, including drawdowns, transfers and taxation, as well as a range of investment strategies and experience managing ongoing portfolios. Some firms will employ specialists in each of these fields.

Check the Terms of Business

Finally, before you sign anything, make sure you read through the terms of business and fully understand the service costs. This should be clearly displayed on their website and also include their regulatory status.

Choosing the most suitable person or company for your investment and pension planning should not be taken lightly. Take your time, do your research and make sure you feel comfortable and confident that the people guiding your financial decisions are not only qualified, but also compliant with all the required regulations.

Author Plate

Claire Novakovic is the go-to expert for those who need advice on a pension planning. As a Chartered Financial Advisor, she also holds the relevant FCA permissions to conduct pension transfer business including defined benefit schemes. Accudo Investments offers comprehensive independent financial advice tailored to each individual’s needs, using effective portfolio management and tax strategies to meet the needs identified.

Related Articles - Pension, planning,

Email this Article to a Friend!

Receive Articles like this one direct to your email box!
Subscribe for free today!

 Rate This Article  
Completely useless, should be removed from directory.
Minimal useful information.
Decent and informative.
Great article, very informative and helpful.
A 'Must Read'.



 Author Login 
LOGIN
Register for Author Account

 

Advertiser Login

 

ADVERTISE HERE NOW!
   Limited Time $60 Offer!
   90  Days-1.5 Million Views  

 

Great Paranormal Romance


STEVERT MCKENZIE

Stevert Mckenzie, Travel Enthusiast. ...more
JAVIER VBOIX

For the time being just a newbie in the Insurance Industry but a quick learner, soon-to-be expert Ja...more
LAURA JEEVES

At LeadGenerators, we specialise in content-led Online Marketing Strategies for our clients in the t...more
LARRY WHITTLER

Author of Wrestler/That Dog Hunts; Available at the Kindle Store ...more
XTAGE XIXTEEN

My name is Kingsley Chihozie. Am from the western part of Africa, Nigerian. Am a graduate of Abia St...more
ADRIAN JOELE

I have been involved in nutrition and weight management for over 12 years and I like to share my kn...more
DAMIAN POWELL

Demonstrated exceptional leadership in the government and private sector at an executive level. Skil...more
STEPHEN BYE

Steve Bye is currently a fiction writer, who published his first novel, ‘Looking Forward Through The...more
TIM FAY

I am not a writer nor am I trying to become a writer. I am an average person with average intelligen...more
GENE MYERS

Author of four books and two screenplays; frequent magazine contributor. I have four other books "in...more

HomeLinksAbout UsContact UsTerms of UsePrivacy PolicyFAQResources
Copyright © 2021, All rights reserved.
Some pages may contain portions of text relating to certain topics obtained from wikipedia.org under the GNU FDL license