10 questions to ask your Financial Adviser
When you consider using a financial adviser, you should use this checklist when deciding whether the new firm is appropriate to your needs:-
- What experience do they have in those areas you want advice?
- What are their qualifications?
- What Services do they offer?
- What is their approach to Financial Planning?
- What support staff do they have?
- How will I pay for their services?
- How much do they charge?
- Could anyone besides me benefit from their recommendations?
- Have they ever been publicly disciplined for unlawful or unethical actions in their professional career?
- Can I have it in writing?