Choosing the right Financial Adviser could make a significant difference to your financial future. But how do you know who to trust, what to look for, and whether you’re getting value for money?
In this episode of Financial Illumination, the Chartered Financial Planning Manager, James Corcoran, and Financial Consultant, Jack Dudley, break down the key questions you should ask before choosing a Financial Adviser, helping you understand what to look for and how to make a more informed decision.
From understanding the difference between independent and restricted Financial Advisers to checking FCA authorisation, qualifications and fees, this episode explores what really matters when choosing someone to manage your financial future.
This episode of Financial Illumination covers:
- Independent vs restricted advice: What’s the difference, and how could it affect the recommendations you receive?
- How financial advice is delivered: What level of service, communication and ongoing support should you expect?
- Qualifications and FCA authorisation: How to check your Adviser is properly qualified and authorised to provide financial advice.
- Financial adviser fees: How initial and ongoing charges work, and why understanding the long-term impact of fees is essential.
- Long-term relationships: Why you should consider your Adviser’s future plans and what happens if they retire or sell their business.
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Please note that the content of this podcast is for informational purposes only and should not be considered financial advice. As always, your capital is at risk when investing.
Lumin is authorised and regulated by the Financial Conduct Authority.
