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Picking A Financial Adviser: What To Ask

Money : Money Management

When choosing an IFA or financial adviser, you should be thinking in terms of long term meetings rather than just a one off.

Therefore you will want to build some sort of relationship with your IFA, this will allow them to get to know you and your financial position better and give you better advice as a result of this fact.

Therefore check that they have a range of experience and will be able to advise you in other matters.

Another simple tip is to choose someone who seems to be of a similar age to you, as they may be thinking the same sort of questions as you with regard their own finances and therefore more able to relate to you and your situation. Empathy is always important.


By: Fred

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