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Finding a good financial advisor, getting a financial plan in place you can use for years and then sticking to it can save a lot of time and effort trying to circumnavigate all of the above. This is the value of financial planning.
www.moneyadviceservice.org.uk/en/articles/choosing-a-financial-adviser
www.unbiased.co.uk/
Ten questions to ask your would-be financial adviser: -
Ten questions to ask your would-be financial adviser: -
Do you give independent or restricted financial advice?
Do you sell your own company’s products or investment funds and if so how I can be convinced they are the most suitable products for me?
What fees do I pay now and how do I pay them and how much do I pay on an ongoing basis?
What initial advice and ongoing service do you provide?
How is this service delivered — is it face-to-face or remotely, by email or telephone?
What level of professional qualifications do you have and are you qualified in any specific areas where I want advice?
How long has your company been in business and how big is it? How long have you been working as a financial adviser?
Do you specialise in a particular area?
Will I always see you or will other people in your company look after me as well?
How often will you review my portfolio?
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