One sentence summary: Your trusted advisor in Cardiff will help you achieve your short, medium, and long-term goals and objectives by using a comprehensive financial plan strategy.
The longer version: Perhaps you think you need financial advice in Cardiff, such as on a specific topic like a mortgage or inheritance. Or maybe you realize you cannot put off planning your retirement. Where do you begin?
You are probably nervous. A good financial advisor in Cardiff can understand this. They want to assure you that they will not let you down and will help you make the best possible use of your resources.
Image Source: Google
We hope that our articles will help you locate a financial planner with the right expertise, or you have friends or family who work with one. But once you do find them, what next?
First, an IFA will meet you to discuss your current situation and any concerns you have.
The discovery meeting is usually free of charge and is not binding. This allows both parties to decide if it is appropriate to continue. You may get enough information to answer your question. The IFA might point you in the right direction or offer his/her assistance.
The IFA will explain clearly the services provided by the firm as well as the payment methods. It could be for one-off or ongoing work. Your IFA will then take a detailed look at your financial situation and discuss your future goals and aspirations.