Investments do rise and do fall in value and we strongly advise that professional advice is taken before investing your money
I was asked just the other day how I would go about finding a Financial Adviser if I didn’t know where to start and naturally, I said… ‘look no further as I am the Best Adviser in Ascot!’
But seriously, the question did get me thinking and my advice would be to select the adviser who can offer you the best value for your needs.
For example, a younger adviser may be suitably positioned to advise on regular contributions for accumulation strategies but, due to a lack of ‘real world’ experience outside of the text books, they may not be as equipped to help with the de-accumulation of wealth to say support a lifestyle or pass monies to the next generation.
A useful analogy which comes to mind is if I had to cross enemy lines would I go with the young officer who has read all about it or would I go with the war torn foot soldier who has survived real battles?
So, here are my top 10 key points for selecting a Financial Adviser for managing your financial future;
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Steven is a Fellow of the Personal Finance Society, whom is passionate about investing and getting the most from your money.
Steven Mufti & Associates Ltd is authorised and regulated by the Financial Conduct Authority.
Financial Services Register Number 607613.
Registered in England & Wales, Company number 8664240.
Registered Office address: 27 Armitage Court, Ascot, Berkshire, SL5 9TA.
Telephone: 01344 623811 Email: firstname.lastname@example.org
The guidance and or advice contained within this website is subject to the UK regulatory regime
and is therefore primarily targeted to customers in the UK.
The FCA does not regulate taxation advice. The value of your investments may fall as well as rise.
Financial Conduct Authority register: https://register.fca.org.uk/ShPo_FirmDetailsPage?id=001b000000NMlk7AAD