Beginners' guide to choosing a Financial Adviser

Helping you to get the most from your first meeting

Before you have your initial meeting, check that the financial adviser lists the product area you're interested in as one of their areas of expertise.

During your meeting:

• Take notes
• Ask questions about anything you don't understand and keep asking until it is clear in your mind. If the adviser can’t explain it in a way that you understand, then consider changing advisers rather than pretending everything is clear.
• Don't sign anything until you have read and understood it

Use our printable questions sheet to ask to take along with you to the meeting.

 

At the end of the meeting:

• Don't feel pressurised to sign up for anything if you're not ready to.
• Take as much time as you need to consider or read any proposals and Key Features documents.
• Arrange a follow up meeting