What Is a Financial Advisor? A financial advisor helps you create strategies for eliminating financial risk and building wealth over the long term. They can give you a game plan that puts you on track to achieve your financial goals. Financial advisors don’t come in a one-size-fits-all package.

Where can I get basic financial advice?

The following organisations can put you in touch with a qualified adviser in your area:

• Unbiased at
• Personal Finance Society at
• VouchedFor at
• Ethical Investment Research Service

  Can financial advisors steal your money?

  If your financial advisor outright stole money from your account, this is theft. These cases involve an intentional act by your financial advisor, such as transferring money out of your account. However, your financial advisor could also be stealing from you if their actions or failure to act causes you financial loss.

  When do I need financial advice and how can an adviser help?

  If you are looking for investment advice, a financial adviser has to tell you if the advice is being given on an independent or non-independent basis.

  Where can I find unbiased financial advice in UK?

  Unbiased at You can find independent and restricted ‘whole of market’ advisers on their website. Restricted ‘whole of market’ means advisers who can offer available products from all companies, but who may specialise in a particular area, such as pensions.

  How to get financial advice from a citizen?

  Getting financial advice – Citizens Advice Information on choosing a qualified financial adviser, how much advice will cost, a checklist of things to think about before seeing an adviser and how to make a complaint.

  What do you call person who gives financial advice?

  They are sometimes referred to as ‘restricted intermediaries’. Authorised advisers: give advice about all financial products right across the market even if they don’t hold a letter of appointment from the financial service provider.