Find a financial adviser

Find a financial adviser

If you don’t already have a financial adviser there are a number of ways you can find one.

Often, personal recommendation is a good way, although you should check with the Financial Services Authority (FSA) to be sure the adviser is authorised by them. You can do this by telephoning 020 7066 5256 or by visiting their website.

On the left of this page are links to some reputable websites that can also help you find an adviser.

Choosing your financial adviser

For most people, their relationship with their financial adviser is a long-term one. That’s why it’s important to get the most from it. Here are a few things to consider:

  • Expertise: most customers have specific financial planning needs. If you are interested in a particular area of investing, such as retirement or inheritance tax planning, you can choose an adviser with appropriate experience in that field
  • Flexibility: is it more convenient to see them at your home or at the office? Check with your adviser to see how flexible they are.
  • Payment: different types of advisers are paid for their services in different ways. If you prefer to pay your adviser directly by fee rather than through commission, make sure that your adviser offers this option.
  • Comfort: it makes sense to deal with people you feel comfortable with. For example, if you prefer to deal with a female adviser, some sites allow you to filter your online search by gender.
  • Trust: be sure that you’re putting your trust in someone with the appropriate authorisation by checking with the FSA's Central Register.
  • Try before you buy: advisers will typically offer an initial meeting free of charge, giving you an opportunity to see if they are right for you.
  • Ask questions: Don’t be shy. It’s your financial future and you have to get it right. Ask plenty of questions during your first meeting and take your time to think it through before making up your mind.
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This site is designed for UK investors only.