07.06.2021

The benefits of Independent Financial Advice

The benefits of Independent Financial Advice

twitter icon

                                     The benefits of Independent Financial Advice

 Most people are likely to need financial advice at some time in their lives; especially so when going through a significant life event like having a child, buying a home or deciding on when and how to retire.

The benefits of using an Independent Financial Adviser (IFA) are many, including:

  1. Helping you plan for the future and set life goals (i.e. at what age do I want to retire?)
  2. Help you reducing tax and make sure you are aware and using all of your tax-free pension and saving allowances
  3. Growing the value of your pensions or investments by recommending a diversified portfolio of funds and reviewing these regularly.
  4. Providing a sounding-board to help you make better decisions with your money.
  5. They will adjust your arrangements as the markets or tax rules change to ensure you to stay on track to achieve your longer-term life goals.
  • Protection
  • Retirement Planning
  • Financial Adviser
  • Financial Advice
  • make your money work hard

I am an Independent Financial and Mortgage Adviser and have worked in Financial Services for over 12 years. During my career I gained experience in assisting both individual and corporate clients.…

Follow us for more articles and posts direct from professionals on      
  Report
Healthcare

Add on support service ?

CORPORATE OR INDIVIDUAL STAFF BURNOUT ? POTENTIAL  ADD ON SERVICE FOR YOUR CURRENT HEALTHCARE BUSINESS ?…

Would you like to promote an article ?

Post articles and opinions on Birmingham Professionals to attract new clients and referrals. Feature in newsletters.
Join for free today and upload your articles for new contacts to read and enquire further.