Choosing an adviser is a decision you will live with for many years. These five questions will help you see clearly before you commit.
How are you paid, by whom, and how much in total? An adviser who cannot answer in one sentence, in writing, is probably being paid by someone other than you.
Ask who you will speak to
The partner who wins your business should be the one who answers your calls. Ask to meet the person who will actually manage your affairs, and their deputy.
The only advisers who ever explained their fees before we asked.
Sophie Laurent, client
Look at the reports
Ask to see a real, anonymised quarterly report. If you cannot understand it in ten minutes, neither will your children.
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