- Version
- Download 20
- File Size 1.85 MB
- File Count 1
- Create Date March 27, 2023
- Last Updated March 27, 2023
How to Choose the Right Financial Adviser for You
There are many reasons to meet with a financial adviser. It could be to plan for retirement, understand inheritance tax, manage debt, arrange funds for school fees or just to have a better grasp of where you are financially and how to align your finances with your life goals.
Setting up this meeting can be an intimidating prospect. Conversations around money can bring up a variety of emotions that can sometimes be uncomfortable. Therefore it is important to find a financial adviser that you feel you can trust and speak openly with. It is also helpful to go into these meetings with a basic understanding of what a financial adviser might do, how they work, how they are regulated, and what you can expect from the relationship. Knowing what questions to ask, and why to ask them, can also make you feel more comfortable with the meeting process.
This guide will cover just that.
If you are considering meeting with an adviser, we want you to be armed with the information you need so that you can focus on the relationship. Though the process can seem overwhelming, our clients usually express a sense of relief once they taken that first meeting. We want you to feel the same way.
Taking control of your financial future will do more than help set you up for a healthy retirement. It can give you peace of mind that the decisions you are making around money will support your long-term goals and general outlook on life.
If you have any questions or would like to speak to a member of our team, please do get in touch. Our aim is to get to know you and understand what is more important to you in life so that we can give the best advice for your situation.