Find an adviser

If you do not have a financial adviser, the Financial Planning Association can help you find one. The Financial Planning Association also has a section on their website, Find an Adviser, where you can search for an adviser in your postcode area.

What services can financial advisers provide?

Financial planning is the process of developing strategies to help you manage your financial affairs so you can build wealth, enjoy life and achieve financial security.

Some people may think that financial planners only give advice on investments. This is not true. The role of a qualified professional financial planner is to look at all aspects of your lifestyle, goals and requirements and develop a financial strategy suitable for you. The recommended strategy should help you reach your financial goals effectively and efficiently.