Why opt for a financial adviser from cherryFind?
The mortgage, insurance and financial advisers listed on ths site exist to act on YOUR behalf!!!
Here are examples of the sorts of things they should be able to do for you.....
- Help you to determine what is and is not affordable
- Help your understanding of processes and explain the terms used
- Possibly provide names of tried and trusted professionals, such as solicitors
- Help you decide on suitable product(s) given your specific circumstances. They have promised that all decisions and recommendations made will be based on facts that they will take the trouble to gather
- Recommend suitable lending company(ies) and provide reasons for any recommendation(s) making sure that you fully understand what you are getting involved in
- Provide illustrations showing costs involved and help you to be sure that you have the funds ready to pay these costs
- Help you complete the formal paperwork for your mortgage etc.
- Gather all the relevant information required to support any mortgage application
- Help you understand forms from product providers, solicitors, surveyors etc.
- Liaise between the interested parties and do their best to make sure everything goes well
- Keep you informed of progress and deal with any questions or concerns you may have
- Help you understand any formal letters
NB
- You should not be SOLD to - it's all about financial ADVICE
- You should have access to a wide range of products and providers
- You should not be restricted to the products of any one provider
- You should have the opportunity to discuss a range of options
- You should receive professional recommendations based on YOUR needs and circumstances
AND
- Dealing through an adviser gives you the security of potential access to the Financial Ombudsman Service
- Depending upon the specialism of the particular adviser you choose, it may be possible for consideration to be given to a range of products applying to your ‘wider' situation e.g. Equity Release, Investment, Life and Pensions etc.
