Do you need financial advice?

With so many financial products available it can be difficult to compare all the options and make the right decision for you. If you are confused by what is on offer, it’s best to get independent financial advice.

You might consider getting financial advice especially if you are making long-term financial decisions, like:

Think about your needs

You need to think carefully about what you want from an adviser. Do you need general advice on financial planning or more specific advice about a particular decision or product? Being clear about what you want from an adviser will make it easier to choose the right type of financial adviser for your needs.

A qualified and experienced financial adviser can:

  • Help you understand your needs, plan ahead and become more financially secure
  • Save you money and time by shopping around on your behalf
  • Help you understand the risks involved in certain financial products
  • Recommend the most suitable products for your needs

However, you may prefer to deal with a financial services provider directly instead – so you need to consider all your options.

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