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10 Questions to Ask When Choosing a Financial Adviser

According to these are the 10 questions to ask when choosing a financial adviser. Although focused on investment and the United States, one question that caught our eye was 'can I see a copy of a plan' - in essence, what does your written advice look like? Like photographs of houses your builder recently worked on, or pieces in an artists' portfolio, evidence of skill is a very reasonable request. In my list it would probably have ranked second after checking licencing and qualifications. If a customer asked to look at your last report to a customer - with personal details removed - would you be happy to show them?


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