Eric Arnold - Financial Planner vs Financial Advisor

Page 1

Financial Planner v/s Financial Advisor Eric Arnold


How does a financial advisor Work? A financial advisor set up a pension, pick an investment or select an insurance provider. A financial advisor is an independent financial adviser tends to focus on a single problem. They never take into account the big picture. Eric Arnold


How does a financial planner work? A financial planner looks at the ‘big picture’ & taking a holistic approach to financial planning. A financial planner will help you to work out what you want from life and then create a plan to make your wish happen. Eric Arnold


What is right for you? In case you just want to set up an ISA & don’t want to consider ‘the bigger picture’, then you’re probably best working with a financial advisor. But in case you want to take control of your finances and have a plan for your future, then financial planning is the way to go. Eric Arnold


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.