We’ve all had to do something new now and again. How do you go about getting Independent financial advice for the first time and what are the things to look out for?
Pick wisely. If you manage to get a really good financial advisor you will be working with them for many years to come. Else you could end up changing year after year which will mean that you will have to discuss you situation and your hopes for the future time and time again. So you should look for someone that you can work with and someone who will have your best interest in mind. You need someone who will tell you the bad bits and the good ones too. After all it’s your finances and your future that they are advising on.
In summary Independence and the ability to offer the full range of solutions that are available to help you achieve your goals. Do they have the recognised qualifications and what experience do they have in the Industry? Just think you wouldn’t want just anyone to change the brakes on your car.
What should you look out for? Simple good financial advice is not about getting rich quick. It’s about what is best for you, your circumstances and your goals. Use an advisor who understands your goals and works with you in mind.
OK so we do offer all of this but even if you think that we are not right for you just yet at least you will know some of the things to look out for when receiving advice.