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First things first, make sure your adviser is authorised and regulated by the Financial Conduct Authority. This is vital for two good reasons:
If any of that sounds good to you, speak to us, find an adviser in your area or talk to your existing adviser.
You can find a list of regulated advisers firms on the FCA website .
You should never feel rushed when you get advice. Good advisers will take time to carefully explain their recommendations. You need to know how they will affect you. Always ask questions if something isn’t clear.
To create a good financial plan, an adviser needs to understand everything about you. What kind of lifestyle you have? What do you want for your future? A good adviser is going to ask you a lot of questions.
Financial planning is a professional service. A good adviser will tell you about their charges from the start. They’ll also explain other third party costs, if these are involved. There should be no hidden surprises. You’ll know what you’re paying and why.
Advice shouldn’t be a one and done deal. You want people you can keep coming back to. So, don’t be afraid to ask about the size and strength of your advice firm.
We think we’re a good place to start.
We have a range of guides and tips that can help you make the most of your money.