How to choose a financial adviser
Check an adviser’s authorisation, areas of expertise, fees and whether advice is independent or restricted.
What to think about
Discuss your goals, timescale and attitude to risk before any recommendations.
Questions to ask a professional
- What services do you provide and what is included?
- What fees or other charges might apply?
- What information will you need from me?
- What are the main risks, limitations and alternatives?
Important: General educational information only. This is not personalised financial, legal or tax advice. Check current rules and obtain qualified advice where appropriate.
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