Financial Adviser Profiles
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Choosing the right financial adviser for you
Find out from the advisers themselves, what they love about their job, the challenges they face and how they help clients to achieve their financial goals.
'I enjoy helping people to plan for their futures; putting a plan in place to help make their dreams a reality'
‘The biggest reward is that my clients make me feel valued for the advice & service I give them.’
‘I've discovered my biggest satisfaction comes from helping clients with their financial goals.’
'So many people are afraid of the unknown and their perception of financial planning is often that. Helping them overcome this perception is so rewarding.'
‘On my first visit to an IFAs office, I knew I wanted to advise.’
‘When our personal finances are in check, we generally live happier, contented lives.’
‘I like the customer facing part, because that’s where I can really get to understand my clients’ needs face to face.’
‘It’s a very rewarding feeling when clients are genuinely appreciative because I have helped give them peace of mind.’
‘I love the idea of building relationships and making a difference to people.’
‘I had the desire to run my own business and look after my own clients’ needs.’
‘I like advising clients on the options that make a real difference to their financial security and comfort.’