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 you Financial Plan using cashflow software? 

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