Choosing a financial planner

Choosing a Financial Planner is a decision that should not be taken lightly as this is likely to be the beginning of a long term relationship.

Knowing which questions to ask and not being afraid to ask them will greatly increase your chance of ensuring that you are a good match for each other. It will also allow the adviser the opportunity to demonstrate their competency and the value that they can bring to your situation.

Don’t be afraid to ask questions over how you will pay for their advice. Any good IFA will be more than happy to discuss their fees in order to ensure that you feel comfortable.

We have put together a guide for you based on an article written by Nick Cann, the chairman of the Institute of Financial Planning (IFP™). This guide outlines the main questions you should be asking during your first meeting with an adviser.

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