Choosing a financial adviser
Financial Advisers are trained to advise you on a range of products from competing providers of financial products. Some advisers specialise in a particular area or areas of expertise: pensions, for example, or lump sum investments.
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
- Don’t sign anything until you have read and understood it
Scottish Widows Bank is a trading name of Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales, no. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.