The reasons for wanting to seek advice from a financial advisor are numerous. Perhaps you want to reach a secure level of income in retirement, make sure that your insurances are adequate if anything unforeseen should happen to you or your partner or perhaps you want to leave a legacy.

If you have not approached a financial adviser before, how might you go about it? Here are a couple of suggestions:

Ask for recommendations

Ask a friend, family member or a colleague. In the world of professional services, ‘word of mouth’ is a strong currency and can go a long way when it comes to knowing who the good local financial planners are.

Do you own research

Use the internet to check up on any independent client reviews and look out for consistent feedback that is positive and goes back over a good period of time.

Speak to more than one

Comparisons really help you to cement a decision. Not just in terms of qualifications and cost, but in terms of service and whether you sense a rapport with the person you might be trusting your money to.

Restricted or independent

It’s worth knowing that some advisers only recommend a limited number of products, whereas others (like Fryer Glass) are fully independent and can recommend products from across the whole of the market.

We are always happy to meet for an initial conversation with any obligation or cost. Call Mark Fryer on 01276 301103 or email [email protected]