Do I need a Financial Adviser?
You may have started your search looking for a Financial Adviser. You have questions and you need advice. You may be looking for a specialist adviser who has expertise in a certain type of advice. Examples would be a Pensions Specialist or a Long Term Care Adviser. This page should either confirm you do need a Financial Adviser, or it will help you to realise you require a Financial Planner or Investment Manager or both.
What’s a Financial Adviser good at?
- Perfect for one-off pieces of advice or to help you select a product such as a life insurance plan.
- Perfect where a long-term planning relationship isn’t needed. Where a solution can be “fire and forget” like an annuity purchase.
What’s a Financial Adviser bad at?
- If you have only paid him for selecting a product initially, don’t expect him to monitor that product on an ongoing basis. He will be busy finding other people who have a problem that needs solving in return for payment.
Is H.J.Scott & Co. a Financial Adviser?
Here at H.J.Scott & Co., we started 28 years ago as Financial Advisers. We have offered Financial Advice on a fee only basis since 2005. We understand that sometimes one-off decisions are all that is needed. We do offer financial advice but most clients use us as financial planners and investment managers.
Maybe I need a Financial Planner
Take me back to What are you looking for?