29 Apr How did I find the right financial adviser for me?
Have you reached that point in your life when you feel that working with a financial adviser might help but don’t know where to start? In this video, Carolyn set out some tips on how to approach finding the right adviser for YOU.
What Does Success Look Like?
What Type of Adviser am I Looking for?
Do I Need A Specialist Adviser?
Does the Firm Deal with People Like Me?
Create A Shortlist
Has the Firm Been Independently Audited?
What Type of Advice Am I Looking For?
Independent or Restricted?
Don’t Just Rely on Gut Instinct!
How Does the Firm Operate?
How Does the Firm Communicate with its Clients?
A video on The Financial Bodyguard YouTube Channel.
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