How to find a good financial adviser
By Kirsten Hastings, 12 May 17
It is vital to get any new relationship off on the right foot, especially when money is involved. Understanding the questions that prospective clients should be asking, can help advisers ensure they are the right person to meet that client’s needs.
Clients have to understand what they need from the outset, whether it’s advice on a mortgage, an insurance product or general investment, and whether or not an adviser is equipped to provide that service, could be invaluable in preventing difficulties down the line.
Isle of Man-based insurer RL360° spoke with three IFAs with international experience, advising high net worth clients and expats, for their views on what makes a good adviser/advisee partnership.
Click through the slides above to read about what clients should be thinking about and asking before signing on the bottom line, according to Holborn Assets’ Bob Parker, Blacktower’s John Westwood and Guardian’s David Howell.
Tags: Blacktower | Bob Parker | David Howell | Guardian Wealth Management | Holborn Assets | John Westwood | Rl360
