An independent financial adviser in Shrewsbury, Shropshire is a professional person who offers independent advice on financial matters. The advice that is given to clients is based on the independent financial adviser research that will be carried out and also a full review of the current financial market.
Typically an independent financial adviser in Shrewsbury will conduct a detailed survey of a client’s financial position, preferences and objectives; this is sometimes known as a fact find. The independent financial adviser in Shrewsbury will then recommend appropriate action to meet the client’s objectives, and if necessary recommend a suitable financial product to match the client’s needs. An independent financial adviser will always make sure that the plan is suitable for the client based on their personal circumstances.
An independent financial adviser in Shrewsbury will also advise both individuals and businesses. They may be consulted for such matters as investment, insurance, retirement planning, protection and mortgages (or other loans). Independent financial adviser in Shrewsbury also can advise on some tax and legal matters.