Here is a detailed comparison between our service and other types of provider. We explain how uprosper® works differently to others, and how this may be of benefit to our clients.
The cost of advice should represent value for money and also be considered within the context of the other costs you incur.
An independent financial adviser is one which is not restricted to only considering products from one or a restricted panel of providers when building your portfolio. By being independent, the adviser can consider the widest range of products to source the optimal products for clients.
Financial advice and planning begins with understanding your unique financial objectives and circumstances, and assessing your attitude to risk. A qualified adviser then applies their knowledge and skills to determine an appropriate plan for your requirements to meet your objectives. This is regularly reviewed to take account of evolving circumstances.
There needs to be a good fit between client and adviser. Not all options are open to everyone seeking financial advice and planning services.
Frequent interaction between client and adviser enables a clear picture to emerge about the client's financial objectives and circumstances which informs the advisory process, leading to better outcomes for the client.