I know what I want, why should I see an IFA/Financial Planner?
A. There are literally thousands of financial products and hundreds of companies and financial institutions that offer them.
Many companies and even high street names now offer 'direct' services that offer you the chance to buy insurance, savings or investments over the telephone or by post. However, buying financial services is far more complicated than buying something like a new television or three-piece suite and making the wrong choice could prove costly. Can you be sure that you are buying the right product just because you recognise the brand name?
An independent financial adviser has the training, knowledge and expertise to narrow the field sufficiently for you to buy with confidence. In addition, by handing this task over to a specialist you’ll save hours of time (and potential mistakes) than if you tried to do it yourself.
