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.
Does the client trust the adviser?
“Be satisfied about their integrity,” said Howell. “Ask them what service they will provide and how you will pay for that service. As long as advisers are up front about this, clients are usually happy.
“You should be asking ‘Does the adviser understand me and listen?’ and ‘Are they selling me something without my best interests at heart?’”
He also believes a good personal relationship with your adviser is key to success.
“Another consideration is whether or not you like the adviser and are you going to get on. I think the relationship is important.”
Tags: Blacktower | Bob Parker | David Howell | Guardian Wealth Management | Holborn Assets | John Westwood | Rl360
