What is included in our Financial Advisor checklist?
Check the basics
We breakdown what to look for including qualifications, trustworthiness and firm structure when choosing a Financial Advisor.
Personal fit
Your Financial Advisor will need to understand who you are on a very personal level. It's important you work with someone with whom you feel comfortable communicating openly.
Services and fees
We provide a list of the various services, types of investments and fee structures used by Financial Advisors.