How do I choose a Financial Planner?
Common criteria are;
- Are they an independent adviser or are they a restricted adviser?
- Who are they authorised by?
- Reference – has anyone you know had a good experience with an adviser?
- Expertise – do they advise clients like you?
- Cost – do the costs work for you?
- Do you get on with the person?
- Can they illustrate your financial future using cashflow software?
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