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Find a Financial Advisor near me

Regardless of your financial situation, knowing how to best manage your money can be a challenge. You may want to know how to reach a particular goal, or need advice on the best mortgage deals. Financial advice should also be sought if your current savings or investments have stagnated, and you want them to become more profitable.

A financial advisor is best placed to advise you on a wide range of money matters. If you are in search of some help, we’ll connect you with a local financial advice expert so that you can be better informed about your options.
Atwal Wealth Management profile image

Atwal Wealth Management

We get to know you personally. We work completely for you. I am focused driven financial advisor backed by a world class technical paraplanning team. I work hard to understand your goals and ambitions and then clearly devise a strategy to achieve them. I am proud to have a unique ability of explaining crazily complicated great financial ideas but in a simple manner. Give us a call you wont be disappointed we have 100% retention of clients. I work and obsess with good quality reviews and your 100% satisfaction. I`ll solve problems that other people can`t and with the support of our world class team we will ensure you achieve your goals as fast as possible. My advice in choosing an advisor. 1. Are they passionate about this business? 2. Level of experience; how many years in business; You have a choice and the cost is the same so would you really want an advisor that's just qualified. Experience generates success in this industry. 3. Do they have an admin and back up team. Small operators or one man operations may be great at giving advice but will struggle with the management and administration ongoing of the case. It will be like choosing a great new car but it not arriving on time. ! its frustrating no matter how great the car. 4. Is the advisor working for me or for commission? Best advice is not always what you think. Our role as advisors is to ensure we recommend the most suitable solution for you. Ensure they think about your long term best interests not theirs? 5. Finally my tip is do you get on with them? A good advisor is important but you have to both get on if you don't , it just makes it harder and more difficult. A great advisor will be worth their weight in gold and only if you speak to them will you realise if you get on with them and you understand them. Ps if you don't get on that's ok. We can`t all get on. We are both assisting each other in a journey.

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a professional

What do you love most about your job?

I love helping people get from A- B- Z. I love the value great financial advice can give you long term. Clever planning is so important but so many advisors just do short term selling and don't genuinely help the customer. I love actually changing peoples financial lives. All financial results are down to behaviours we have learnt so its important we build and deal with these issues first before trying to build great wealth.

What inspired you to start your own business?

I love helping people and communication. I am passionate about great financial advice and working with clients long term. I refuse to work with clients I don't get on with or that are not willing to share their goals. I am passionate about helping those that really want to grow and improve their financial situation. I have the huge responsibility of being able to change peoples financial lives.

Why should our clients choose you?

You will never find another Harpreet Atwal or Atwal Wealth management in the world. Our service is completely unique, clients do not leave us so we know we have something right. We are passionate about really really understanding your situation and working to help achieving your goals. We are not scared to change the advice and we don't care if we lose money or actually stop you from going ahead with the wrong product. What`s more important is you will recommend us and you know we are completely doing the right thing for your financial planning.

I am backed by Openwork Ltd and have a fabulous investment proposition.

Can you provide your services online or remotely? If so, please add details.

Of course, 90% of our clients prefer it but if you do really want face to face that's fine too.

What changes have you made to keep your customers safe from Covid-19?

All meetings went to Zoom or remote. We communicate in a greater way online and via email. We are happy to post documents and provide extra meetings.

We are happy to hold face to face meetings in a safe environment. It`s about advice. You want our advice and I promise we will deliver it safely for you.

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Financial Advisors FAQs

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A financial advisor refers to a qualified professional who helps others manage their money. An advisor may specialise in a particular field such as investments, pensions, insurance or savings.

Their main responsibility is to understand your financial situation and to develop a plan based on your needs. They will begin by ascertaining your financial goals. For example, buying a house or retiring early. Your advisor will then want to determine your current position in relation to those goals. Once they have all the information, they will then use their experience to be able to determine the right path for you.

Often, people have an ongoing relationship with a financial advisor, who will navigate them at every stage to ensure they are working in their client’s best interests.

You must choose a financial advisor who is fully qualified to be able to help you manage your assets. They should have a good reputation and be someone who listens to your situation. Ideally, they should specialise in the area you need help in such as pensions or investments.

Always be wary of financial advisors who try and sell you investments without prior knowledge of your financial background. Instead, find an advisor who will customise their advice based on your current position and your specific goals.

Your financial advisor also needs to be someone you can build a good working relationship with. Meeting them in person and discussing your needs will help ensure you are both on the same page.

Money is a broad topic and as such, it pays to find an advisor who understands your specific area of concern. Here are some of the most popular areas a financial advisor can help you with.

  • Investments - The right investments can make your money work harder for you, versus if it was just sitting in a bank account. The key is to choose the right portfolio that offers plenty of diversification. A financial advisor will be best placed to help you nurture your investments, and will ensure you don’t exceed your limitations.

  • Mortgages - Buying a home is for most people the biggest purchase they will ever make. Getting a great deal on your mortgage is tough, as is deciding what you can afford in the first place. Financial advisors who specialise in mortgages may be able to broker a better deal especially compared to what you will find on the high street. In the long run, this could save you a lot of money compared with not doing your research.

  • Pensions - How much money we will have to live on when we retire is a concern most of us face. There are various options for pensions these days, including an individual pension. A financial advisor will find the best pension deals based on your requirements. For example, how much you can afford to put in your pension pot and what your overall goal is.

  • Savings - Saving is one of the best ways to achieve your financial goals. A large savings pot can also come in handy should an unexpected event occur that would otherwise threaten your financial health. Saving takes discipline, and the various saving methods that are out there could help or hinder how fast you reach your target. That’s where a financial advisor will be able to find you the best deal and help you carve out a path so that you stay on track.

The topic of money is a complex one, and while you may be good at managing your money in general, there are various situations where a financial advisor can prove very useful. For example, if you are looking to invest. That’s because the stock market can be a volatile place, especially for those who are unfamiliar with how it works. A financial advisor will be able to invest on your behalf and also ensure you do not lose more money than you can afford to.

Another common matter is mortgages, particularly as a financial advisor may be able to get you a better deal than what a high street provider can offer. A financial advisor can also offer the same services for insurance and personal pensions too.

In all, there are many different fiscal services that a financial advisor can provide. If you want to ensure a healthy financial outlook, then seeking qualified advice is one of the best ways to make sure you are on track with your goals.

There are two main types of financial advisors called independent and restricted advisors. A financial advisor must clearly state which type they are so that you can make an informed choice.

An independent financial advisor (IFA) will give you unbiased advice about a wide range of services. They may specialise in a particular area of finance or work broadly across the whole market.

A restricted financial advisor only works with a specific provider or area of expertise. There are various restrictions they may have to adhere to. For example, they may not be able to advise on the existing products that you already have in place.

There are many questions you will want to ask your financial advisor - the basics including how they are paid and if they receive a commission on certain products. You’ll also need to know how the relationship will work and what their typical clients are so that you can be sure your interests are aligned.

Aside from the basics, you should ask your financial advisor how they plan on managing your money. This will usually be determined after they have identified your current financial position. While they are there to advise you, it’s still your money. So, it’s important you fully understand what they will be doing with it. Your adviser should be able to clearly state what products they think are best based on your individual circumstances.

You should also ask your financial advisor where your money will be held. Some financial advisors will hold onto your money for you, whereas others manage your investments on your behalf after you have made them. Many people opt for the latter due to it being more secure, as your advisor cannot take money out of your account.

If you have any other concerns or queries, then it’s a good idea to write these down before your appointment. The research you undertake before hiring a financial advisor should also give you some indication about how they work too.

Financial advisors will either charge by the hour or have a flat fee. The amount you can expect to pay will vary depending on their level of qualification or expertise. Most financial advisors will give you an initial meeting for free. While this won’t cover any specific advice, it does give you a chance to see how they work and if you would be a great fit moving forward.

Yes! Bark makes it simple to find and hire a Financial Advisor from the comfort of your home. Just tell us what you’re looking for and we’ll connect you with the best Financial Advisors for the job. Most Financial Advisors will be able to offer their services online or remotely, all you’ll need is a phone or a strong internet connection.

The average price of a Financial Advisor is £600

Region Great Value
South East England



based on 18,149 reviews

The average rating for Bark Financial Advisors is 4.95, based on 18,149 reviews.

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