In the second part of our mini-series about working with an adviser, I talk about what to expect and what to make sure is covered in the first meeting with a financial adviser.
Posts Tagged Adviser
You need to be prepared when you enter the office of someone you think might be able to help you with your financial planning. Here are five questions to have ready – make sure you get satisfactory answers from your prospective adviser!
Last up in my mini-series on working with an adviser: you should know that there are sweeping changes happening in the financial advice market, to be completed on 1st January 2013. This set of legislation is called the Retail Distribution review, and here, I explain what it means for your adviser, and consequently, for you.
who renders investment advice and financial planning services to individuals and businesses.
Source:Wikipedia.
These professional get paid by telling you what to invest. Why don’t they do it themselves if they are so good at investment?
For obvious reasons, I believe very strongly in the power and value of good financial advice. In the next few videos I’ll be talking about how to instruct an adviser and get the most out of the relationship, but first I ask whether you really need an adviser at all.