People look for a financial advisor that they can trust with their money. And we like that in the case of 3 S Financial Management, they let their credentials do the talking. 

This firm of financial advisors in Manchester is accredited as a Chartered financial planning business. This is considered the gold standard status among financial planning firms regarding skills, professional qualifications, and ethical conduct.

We also think they have the advantage of being an independent family-run financial planning firm. This makes them capable of making independent investment decisions not influenced by more prominent firms as other partnered financial advisors usually face.

Not only that, but their 30 years of experience in a financial planning firm is also a good indicator of how good they are at what they do. After all, any business will not last just as long if they fail to meet their client’s needs.

Another thing we like about them is that they are quite transparent with the fees. We believe that being honest in this aspect is an excellent way to build up the trust of new clients.

But on the other hand, there are also some setbacks when dealing with a small firm. For instance, your advisor may have limited access to specific investing opportunities.

However, that is not to say that they can give you the best advice based on your preference. After all, it all depends on the trust you build with your financial advisor.

Another thing we noticed is that they focus more on helping clients with their investment choices when giving financial advice. 

For us, this aspect means that they may not be the ideal firm to approach if you are looking for added services, such as advice related to tax and insurance associated with your nest egg. 

Building a nest egg will be easier if you have a financial advisor like Lionbridge Wealth Management to help you out. In addition, having someone to help guide you through the process will undoubtedly be a great assurance.

Operating as an associate partner for a larger firm has its own benefits. For one, they have access to a broader range of financial products for their clients.

We think that this access will help give you various high-earning investment options to add to your portfolio. But, of course, you also have to consider the risks involved with your financial advisor.

Because of this, Lionbridge Wealth Management can also offer other services besides financial planning. For example, they provide short-term loan access to their clients when necessary. 

What we think may be a possible downside to being an associate partner to a larger firm is that they can be obliged to offer the financial products that the bigger firm offers. 

But that is not to say that these investment products do not perform well – it may be possible that their advice may be swayed more on endorsing them.

One other thing that we noticed is that they are not that transparent about their fees until the initial meeting or contact. It is also unclear if they follow the same fees their partners charge their clients.

In any case, we think it is worth noting if you wish to take them on as a financial advisor to handle your nest egg. Having everything cleared up will help you create a more meaningful partnership with them as your financial advisor. 

Choosing the right financial advisor involves having some level of trust. Wetherall’s aim is always to build that with their clients. 

They can provide financial advice to both individuals and businesses that need them. However, they will only be able to do it if they can cultivate a high level of trust.

We think it also helps that they operate as an independent financial planning firm. It helps them provide advice and suggestions based on the entire market and not just being offered by a partner firm.

We believe that it also helps them build trust with clients when they are transparent with what fees they charge. Being upfront with what clients expect to pay for their services is a big plus in our book.

There can also be certain drawbacks to being an independent financial planning firm. One of them can be the ability to access certain financial products available only to more prominent players in the market. 

In a way, that can limit what they can offer in terms of investment opportunities. But that can also prevent financial advisors from Wetherall’s from some products that may come with certain risks.

As a small independent firm, Wetherall focuses on providing financial and investing advice to clients on how to grow their nest eggs. They do not offer other services such as tax planning, protection advice, and other options associated with overall financial planning.

But we believe that as long as a financial advisor like Wetherall’s can effectively provide what the client expects with sound investment advice, that’s good enough. Nothing else matters as long as the client is happy and satisfied.

Choosing a financial advisor in Manchester takes some careful thought. That is why we looked into what a financial advisor like Old Royole Wealth Management Ltd. can offer. 

Old Royole Wealth Management Ltd. operates as an independent financial advisory firm. This allows it to offer financial advice that genuinely benefits the client and not just a larger financial advice partner firm. 

While financial advisors that operate as associate partners have their own share of benefits and advantages, we think that being independent allows financial advisors to provide recommendations that are free from specific endorsements. 

And we think that works well with clients who wish to have a more hands-on financial advisor.

Old Royole Wealth Management prides itself on going above and beyond for its valued clients in terms of its services. For us, going beyond even working hours for clients is all about personalized service. 

However, one thing we noticed is that this firm seems to be operating as a one-person army with just a single financial advisor listed on its site. As we look at it, this may limit how many clients it can provide its services to. 

But that is not to say that its quality of service may be affected. It is just that having a limited workforce can set limits on how many clients it can handle at a time.

Finally, we must mention that Old Royole Wealth Management does not provide any clear information on how much the firm charges for its many services. While it can be understandable since personalized service can also mean not having a clear-cut fee for different clients.

Edgemoor Financial Planners has been in the business of providing sound financial advice to clients for over five years. But in terms of experience for financial advisors in Manchester, we are confident they offer more than that. 

Notably, most of their expertise is in offering financial advice to people awarded compensation or a settlement from the court due to accidents or other causes. 

In addition, they help develop an investment portfolio or strategy for clients to better manage and grow such funds.

We think they offer a valuable service, especially to people who may not know how to manage sudden financial windfalls wisely. They also help prevent sudden fortunes from going to waste. 

We also believe that being a fully independent financial firm catering to such clientele works in their favor. This way, Edgemoor Financial Planners can provide a more personalized approach to service.

But on the other hand, being a small firm can also have its downside in different ways. For example, their limited resources can limit the options they can provide to their clients regarding investments. 

But then again, we appreciate how their focus allows them to focus on their niche, making them experts in what they do.