
Adding Value and Financial Freedom
Five Questions You Should Ask an Adviser
We suggest that before you discuss your situation wih any financial adviser, you should ask them these 5 simple questions and satisfy yourself that they are the right adviser for you.
- Who owns your firm?
- Is the firm directly regulated by the FCA, are you independent financial advisers and do you have a statement of professional standing?
- What qualifications do you personally hold, and is your firm able to use the title of Chartered Financial Planners?
- Describe to me the ongoing service that I would receive from your firm and what it would cost me?
- How many client complaints have you had referred to the Ombudsman in the last five years, and what were the outcomes?