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Financial advisers provide clients with specialist advice on how to manage their money. The role involves researching the marketplace and recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs and then securing a sale.
Advisers may specialise in particular products, depending on their clients, such as selling employee pension schemes to companies or offering mortgage, pension or investment advice to private clients. Others are generalists, offering advice to clients in all of these areas, as well as saving plans and insurance.
In order to give financial advice, advisers must have professional qualifications and follow strict financial industry rules.
Financial advisers are also known as financial planners or wealth managers.
Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance.
In today's world, there are common needs and desires people seek to accomplish. To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.
- Asset allocationAsset allocation is used to distribute your investable assets among a variety of investment categories. This process aims to: reduce overall investment risk, create more reliable investment forecasts, improve the risk/return tradeoff of your portfolio.
- Alternative investmentsAlternative investments may also be an option for the right investor. One of the premier benefits of alternative investments is diversification, resulting from the inclusion of investments that react differently to the markets than more traditional investments.