Choosing a financial adviser is a decision that requires care, thought and patience. Just like swiping through dating profiles, or picking your next series on Netflix, you don’t want to rush in and commit to something that is just not to your taste. Especially since a majority of people who look to engage with a financial adviser are often doing so in response to an event in their life that has made them become more financially conscious. This can be both good and bad situations, but either way, the process of choosing a financial adviser should follow the same method.
So, to help you navigate your way through the pool of advisers out there, we have created a shortlist of questions. These will not only help you narrow down who suits you but will also help you understand what you are also trying to achieve through financial planning.