They won’t tell you about specific products offered by named companies or what option might suit you best. They may tell you about the pros and cons of regular savings accounts, ISAs and investments. Financial advice, however, informs you which specific product would best suit your needs.įor example, if you have a lump sum you want to save, someone giving guidance would tell you what your saving options are in broad terms. Guidance provides you with information about the various options available to you, but should not recommend any particular option over another. Some individuals and organisations – often advice charities - offer financial guidance.
#Independent budget advisor how to#
How to check you're getting the right advice.Making sure your adviser is qualified and registered.when your life changes for example, you're starting a family, getting divorced or you've been widowed.buying a property or taking out a mortgage.making the most of a lump sum of money such as a redundancy payment or an inheritance.
#Independent budget advisor professional#
If you have little experience of dealing with finances or you're confused about making a decision, it may be helpful to get professional financial advice.Ī financial adviser can help with things like: There are thousands of different financial products on offer and choosing between them can be difficult. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.There will probably be times in your life when you're not sure what to do with your money or what decisions you need to make about your financial future. See searching under crd #151367. You can contact us if you would like to receive a copy.Ĭertified Financial Planner Board of Standards, Inc. You can get your copy on the Securities and Exchange Commission website. All investment advisory services are offered through Dynamic Wealth Advisors. You can learn more about us by reading our ADV. Thanasi Panagiotakopoulos and Ben Fredlake, CFP® are investment advisor representatives of Dynamic Wealth Advisors dba LifeManaged. The information we collect helps us administer the site, analyze its usage, protect the website and its content from inappropriate use, and improve the user’s experience. We store records of the activities on our sites in our web server logs, which automatically capture and save the information electronically. Information about your visits to our website. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
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