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Independent financial advisers

A simple way to describe an independent financial adviser is that of a financial problem solver. Generally speaking, a client will look to engage with an IFA because they have any number of financial issues to deal with, sometimes ones that need handling immediately. This may be simply because their finances have got into a bit of a mess and they are unsure what to do. Or it may be that someone has recently received an inheritance or a lump sum and does not know how best to invest it successfully.  Another reason maybe that someone has started a family and does not know the best way to protect their loved ones and their income. These are just a few examples but suffice to say that there are numerous good reasons why people seek out the help of an independent financial adviser. These can range from sorting out immediate financial headaches to instilling some much needed financial peace of mind or even to setting up a nest egg for the future.

A good, knowledgeable and professional independent financial adviser will help educate their client on an array of financial products and services whilst helping with the decision making process on these choices. This advice will be specifically tailored to each individual’s circumstance and the decisions made will be based on the extensive experience and research gathered by the IFA on their behalf.

An Independent Financial Adviser will meet the potential client, if desired, to determine which financial options match their objectives in areas such as pensions, investments and savings. They can help to answer any technical questions and proactively manage any investments so that they stay on track and perform to their true potential over time. Then, should any lifestyle change occur (marriage, divorce, parenthood, change of employer or business for example), the independent financial adviser can help to adjust these arrangements accordingly.

Finding the right IFA is an important step in trying to cure any current or future financial worries. A good independent financial adviser will look to develop a strong long-term relationship with each client so that future problems can be solved on the basis that they are fully aware of their client's aims and objectives for the future whether they be short, medium or long term.

This relationship will enable the IFA to be in a great position to analyse an individual’s present situation and recommend where improvements need to be made to their existing arrangements or alternative ways in which they can achieve their future plans and dreams.

Of course finding such an important cog to help your financial well-being is half the battle but fortunately cherryFind’s free service is specifically designed to help you find a professional and local advisers who will help you to achieve your aims. 


All the advisers listed have specific specialist areas so that you can search until you find someone that exactly meets your requirements.  If you can't find what you need, or need assistance, please call 0151 633 2424 or email info@cherryplc.co.uk and we'll do what we can to help.