What REAL Financial Advisers do

Feb 7, 2018 | Financial Planning, Video

Working with a Financial Adviser can be an incredibly powerful experience but many are still unsure about what real Financial Advisers do and how they add value.

In this video Chartered Financial Planner Carl Roberts explains how the value of working with a REAL Financial Adviser massively outweighs the costs.

This video explains:

  • The different types of Financial Adviser e.g. Independent or Restricted.
  • The 6 key areas a real Financial Adviser will support you in to find financial freedom so you can live the lifestyle you desire without ever worrying about money.
  • Why you should be asking some serious questions of your current Financial Adviser if they describe themselves as an ‘investment manager’.
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Risk warning:

Stock market linked investments and any income from them, can fall as well as rise and is not guaranteed. Any figures quoted are for illustrative purposes and should not be taken as a forecast or guarantee. Past performance should not be seen as an indication of future returns and clients may get back less than they have invested.

Tags: Carl Roberts, Chartered Financial Planner, Independent, Investing, Investment Manager, Restricted, What real Financial Advisers do