Eric Arnold - Financial Planner vs Financial Advisor

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