Are you considering getting advice from a financial adviser? An independent financial adviser can save you money and worry and help you achieve your goals, whether that's retiring early, having the pension to meet your needs or helping with your investments..
About Tudor Franklin IFA
Tudor Franklin was established by Richard Meats and Bharat Chudasama, with a vision for a professional financial planning and advice service that can provide clear value to our clients at any stage in their financial life. With over 25 years joint experience advising clients on such matters as investments, pensions, inheritance tax planning and protection, we pride ourselves on being professional and delivering advice in a clear and understandable way.
Choosing a Financial Adviser
Choosing a financial adviser can seem daunting, as there are hundreds to choose from, but it’s well worth
persevering as they can provide advice, access to products that may not otherwise be available, save you money
and worry!
Personal recommendations from family or friends can help, but it can be hard to judge in the short term how good
a job they have done and whether they are suited to your individual needs. Some financial advisers specialise so
you may also want to search under the specialist terms of “investment adviser” or “pensions adviser”. Although
some may offer a holistic service, advising you on all aspects of your financial needs.
All financial advisers are regulated by the Financial Conduct Authority (FCA) and must follow their rules when
dealing with you. Most advisers will offer you a free initial consultation, which gives you both chance to see if they
can help you and for you to see if you are comfortable with the way they work.
Choosing an independent financial adviser or IFA means they are not tied to a particular provider and can
recommend products from first across the markets, rather than just one or a small number of provders. Before
signing, make sure that you understand the type of service offered and the costs.
Financial advisers can help you with investments, pensions, inheritance tax and income protection. Based on your
guidance and goals they will look at all options open to you and assess the benefits and pitfalls before providing
you with their recommendations. Investments and pensions are long term options and should be reviewed
regularly, especially if your circumstances have changed.
If you are struggling with a financial decision and need independent financial advice in Leicester or further afield
get in touch for an informal chat with one of our advisers.
Choosing a financial adviser can seem daunting, as there are hundreds to choose from, but it’s well worth
persevering as they can provide advice, access to products that may not otherwise be available, save you money
and worry!
Personal recommendations from family or friends can help, but it can be hard to judge in the short term how good
a job they have done and whether they are suited to your individual needs. Some financial advisers specialise so
you may also want to search under the specialist terms of “investment adviser” or “pensions adviser”. Although
some may offer a holistic service, advising you on all aspects of your financial needs.
All financial advisers are regulated by the Financial Conduct Authority (FCA) and must follow their rules when
dealing with you. Most advisers will offer you a free initial consultation, which gives you both chance to see if they
can help you and for you to see if you are comfortable with the way they work.
Choosing an independent financial adviser or IFA means they are not tied to a particular provider and can
recommend products from first across the markets, rather than just one or a small number of provders. Before
signing, make sure that you understand the type of service offered and the costs.
Financial advisers can help you with investments, pensions, inheritance tax and income protection. Based on your
guidance and goals they will look at all options open to you and assess the benefits and pitfalls before providing
you with their recommendations. Investments and pensions are long term options and should be reviewed
regularly, especially if your circumstances have changed.
If you are struggling with a financial decision and need independent financial advice in Leicester or further afield
get in touch for an informal chat with one of our advisers.