What does an advisor actually do for you?

What does a financial advisor actually do for you?

The main benefits of using a whole of market financial advisor

As everyone is well aware, finance products can be hard to understand at the best of times. On top of this, knowing the best deal for your circumstances can be tough to research on your own. So, what does a financial advisor do for you?

Being experienced advisors we can look to consult you on mortgages, pensions, investments & insurance.

Let’s take a look at some specific reasons why it’s great to have an adviser on your side…

Access to exclusive deals on the financial markets

What exactly do we mean by exclusive?

Well, put it this way, if you were to walk into certain high street banks and ask for a particular mortgage deal, they would not offer it to you. As professional intermediaries, we are offered exclusive deals across all of our advice ranges. Our whole process is to advise yourselves and introduce business to our banks, investment companies & insurers. This is what we do and because we are giving them the business, they then give us exclusive deals to keep us coming back to them.

It’s a smart marketing technique. This way they spend their money on making special deals with us rather than promoting to the general public as they know the special deals make it more likely we will use them to service our clients. And in turn, it benefits yourself. On top of this we have access to the whole of the market which means there is no package we can’t put in place for you to benefit your financial situation.

A financial advisor will make sure you have to do little to nothing 

Understandably, this is a part of the process that excites clients a lot. The idea of getting a mortgage done completely for you and all you have to do is fill out a form with your personal and financial information along with signing a client agreement. What more could you want? With all our financial advice from mortgages through to pensions, all the actual administration along with the advice is done for you.

This means from start to finish you don’t have to bother with any of the complex application forms, correspond with lenders or insurers or put any of the plans in place. All of this is done on your behalf. Sounds good, right?

A smooth, uncomplex financial advice process

We believe that above all of these key benefits, the simplification of everything is the key part of our advice. In financial services there are thousands of deals, products and offerings from lenders, banks, investors and insurers. In all of these offerings, there is complex financial jargon that can easily confuse an untrained eye. I won’t get into naming them specifically because I don’t want to send you to sleep but having an experienced hand by your side to explain everything in layman’s terms is invaluable.

Going it alone in the finance world can be daunting and tough. What is the best avenue for you that suits your level of risk? Where can the best products for this route be found? How can you make sense of them?

All of the above and more is what we look to sort for you. From start to finish we look after you and make sure everything is easily understandable and even go out of our way when our advice is finished to be contactable by you if you need help. Get in touch today to discuss how we can better your financial situation. It’s easier for us to speak directly to you and answer the question of what does a financial advisor do for you.

Regulatory Statements


All investments involve a degree of risk of some kind. This section describes some of the risks which could be relevant to the services we provide you. We may provide further risk information during the course of our services to you, as appropriate.

Our services relate to certain investments whose prices are dependant on fluctuations in the financial markets outside our control. Investments and the income from them may go down as well as up and you may get back less than the amount you invested. Past performance is not a guide to future performance.

Equity Release

Equity Release plans are not right for everyone and it is important that you fully consider your options and receive independent financial advice before making a decision. It is also important that, if you do decide to use an equity release product, you choose one that meets your needs.

Remember that taking an equity release plan is generally a long term option. However, there are flexible plans available that may fit your varying needs and some will allow you to repay in the future without penalties.

Buy to Let Mortgages

Some Buy to Let Mortgages are not regulated by the FCA.



True Advice Financial Services is a trading style of TA and SE Hollom Ltd which is an Appointed Representative of New Leaf Distribution Ltd which is authorised and regulated by the Financial Conduct Authority : Number 460421.

Registered Office : New Leaf Distribution Limited, 165 – 167 High Street, Rayleigh, Essex, SS6 7QA