Choosing a new Financial Adviser? 10 things to look for and 10 to beware of

Choosing a new Financial Adviser? 10 things to look for and 10 to beware ofChoosing a new financial adviser can be a daunting prospect. Where do you find an adviser? How do you know they are the right one? How do you know you will get value for money? These and others are all questions which will rightly go through your head; we’re going to try and answer some of them here. Where to find a financial adviser You have a number of options: Recommendation This is without doubt the best option. Ask your friends ...

Thousands of people ‘sacked’ by their financial adviser

Thousands of people ‘sacked’ by their financial adviserNew research has shown that thousands of savers and investors have been ‘sacked’ by their financial adviser over the past year. The figures, by the fund manager Schroders, confirm that some financial advisers are becoming more choosy about who they take on as a client. The research reveals: Around 20% of advisers have “formally” asked a client to leave over the past 12 months 69% of ‘sacked’ clients had investments of less than £50,000 Why are advisers ‘sacking’ clients? There are a number of reasons why some advisers, although far from ...

Nearly 30 million people don’t have a Will, time to put it right?

iStock_000013177132XSmallNew research has revealed a shocking number of people have failed to make a Will; which could mean their assets will not be passed to their loved ones in accordance with their wishes, when they die. As part of their annual ‘Write and Register a Will Week’, which starts on 14th October, Unbiased.co.uk and Certainty.co.uk found: Are you ...

Tax: New research shows Briton’s pay £12.6 billion in unnecessary tax each year

Research from the Unbiased.co.uk website, which helps UK consumers contact Independent Financial Advisers (IFAs), has unveiled some shocking facts about the amount of tax Briton’s pay each year. The latest Tax Action report from Unbiased.co.uk claims that the average person in Britain overpays tax to the tune of £421 each year by arranging their finances inefficiently. The total in overpaid tax is £12.6 billion. Our advisers can help you get your savings working harder for you...