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Georgia Middleton has joined us as a Trainee Paraplanner.  She has gained previous experience in the Retail sector and Healthcare Administration, progressing to a Team Leader.  She is looking to further enhance her administrative and technical skills, and extend her knowledge in financial services.

Outside of work, Georgia loves to spend time with family and friends.  She regularly goes to the cinema and the gym.  She particularly enjoys travelling; exploring new places and experiencing new foods! 

The Role of Financial Advisers

Financial Advisers advise clients on investments, pensions, taxes, estate planning, insurance, mortgages, and retirement planning.  They can also be known as personal financial advisors, financial planners, financial advisors, financial service advisors, and investment advisers.  Financial advisers look at your personal circumstances and your financial plans and recommend products to help you meet your financial and future needs. 

The Importance of Independent Financial Advisers

There are two types of Financial Advisers.  At Iceni Financial Advisers, we are known as Independent Financial Advisers (IFAs).  Basically, this means we can recommend financial products spanning the whole of the market.  Accordingly, the advice we give advice is both unbiased and unrestricted.  Whereas when compared with Restricted Advisers; they can only recommend products from certain providers.  In some cases, they are only able to recommend products from a single company.

The Importance of Financial Advice

The importance of financial advice.  Did you know you could be £47K better off after 10 years with Financial Advice?  Basically, customers who took financial advice saw a £31K uplift in their pension wealth.  Together with a £16K increase to other financial assets. The importance of Financial Advice – Source: What it’s worth – revisiting the value of financial advice, November 2019