An independent financial advisor helps you protect and grow your wealth. For expert unbiased financial advice in the Liverpool area, talk to Endeavour Financial Planning today.
Independent financial advisors provide guidance on money matters and recommend financial products. Unlike non-independent advisors, they can offer products from the whole of the market, rather than being restricted to a small selection.
An independent financial advisor starts by taking an in-depth analysis of your financial position. They will also assess the level of risk that you are prepared to take when investing. The advisor also needs to know your financial short term and long-term goals. A plan is then formulated to achieve these goals.
Independent financial advisors can help both individuals and businesses on financial matters.
All Endeavour’s independent financial advisor are highly qualified and regulated by the Financial Conduct Authority to make sure that they act in an ethical manner and provide expert unbiased advice. Advisors have an extensive knowledge of financial products and match the right product to their client’s individual situation. An independent financial advisor provides a personalised service for each of their clients.
Financial advisors can provide advice on many financial areas including investments, savings, pensions, tax and insurance. A relationship with a financial advisor should be a long term one. Over a person’s life, circumstances can change and financial plans may need revising to adapt to financial changes. Unexpected life events such as illness, accident or redundancy can happen and these can impact your finances. A financial advisor can help you deal with the financial stress of unforeseen events by recommending insurance products.
You may need to provide for your family or dependants and an independent financial advisor can discuss estate management and inheritance tax issues.
Another financial area is tax. If you are self-employed or run a business, then an advisor can show you how to create a tax plan that makes sure that you are not paying too much tax.
Some of the UK’s richest people have Liverpool connections. Paul McCartney and his wife are reported by the Sunday Times Rich List to be worth £730 million. However, you do not need to be a millionaire to benefit from independent financial advice.
For Liverpool residents with less cash than an ex-Beatle, arrange a no obligation free discussion with an independent financial advisor at Endeavour Financial Planning today and discover how to protect and increase your wealth.
