We have today published a new briefing note, describing the ten questions you should ask your financial adviser.
This briefing note is designed to help investors understand the questions they should be asking of their financial adviser, financial planner or wealth manager.
The world of retail financial services is changing and now looks very different to the environment only a decade ago.
There has been a growing demand for a more professional financial adviser; better qualified with transparent remuneration and a defined service proposition.
The ten questions (and suggested answers) you will find in this briefing note can be used to assess the suitability of a financial adviser before you engage.
You should also consider asking your existing IFA or wealth manager these questions.
You can download this briefing note from the download page in the resources section of our website.
We hope that you find it useful and we will, of course, be happy to share with you our answers to these ten important questions. Do get in touch if you would like to arrange a meeting at our expense and with no obligation.
