We use a range of cookies to give you the best possible browsing experience. By continuing to use this website, you agree to our use of cookies. You can view our cookie policy and edit your settings here, or by following the link at the bottom of any page on our site.
Financial adviser definition
A financial adviser is a person whose job is to provide financial advice to clients. They should provide specialist advice on how the client should manage their money and assets, and should therefore have a strong understanding of investments, savings, and wealth management. They may offer a range of services, including investment management and estate planning.
Financial adviser definition
A financial adviser is a person whose job is to provide financial advice to clients. They should provide specialist advice on how the client should manage their money and assets, and should therefore have a strong understanding of investments, savings, and wealth management. They may offer a range of services, including investment management and estate planning.
Financial advisers can be independent, sometimes known as an Independent Financial Adviser (IFA), or restricted. IFAs are able to consider all retail financial products as they consider their clients’ needs and must give unbiased and unrestricted advice. Restricted advisers offer a more limited service because they will focus on a range of products from a few, or even just one, provider of financial products. All financial advisers in the UK are regulated by the Financial Conduct Authority (FCA).
The value of shares, ETFs and ETCs bought through a share dealing account, a stocks and shares ISA, a SIPP or an IG Smart Portfolio can fall as well as rise, which could mean getting back less than you originally put in. Spread bets and CFDs are leveraged products and can result in losses that exceed deposits. Spread betting and CFD trading are not permitted within the IG SIPP. Please ensure you fully understand the risks and take care to manage your exposure.
iShares® and BlackRock® are registered trademarks of BlackRock, Inc. and its affiliates (“BlackRock”) and are used under license. Further, BlackRock, Inc. and its affiliates including, but not limited to, BlackRock Investment Management (UK) Limited, are not affiliated with IG Markets Limited and its affiliates. Accordingly, BlackRock makes no representations or warranties regarding the advisability of investing in any product or service offered by IG Markets Limited or any of its affiliates. BlackRock has no obligation or liability in connection with the operation, marketing, trading or sale of any product or service offered by IG Markets Limited or any of its affiliates.
