How to Choose a Financial Adviser

If you are not able or willing to manage your own finances and investments, it is important to find the right financial adviser for you. These questions will help you 12 September, 2014 | 2:41PM
Facebook Twitter LinkedIn

This article is part of Morningstar's "Perspectives" series, written by third-party contributors. Here, in a specially commissioned piece for Morningstar’s Guide to Financial Education, Karen Barrett, Chief Executive of explains how to find the right adviser for you.

When taking a look at your finances and asking for help, it’s important you find the right adviser for you.  Someone you can not only work with, but who you trust and who you believe fully understand your needs as well.  If you’re one of the lucky few, this can be a family member, family friend, or an adviser you have been referred to by a trusted source.  If not, you need to know how to look for the right person to suit your needs.

What are You Trying to Achieve?

You may be a dab hand at managing your investments but need help when tax planning or preparing for retirement.  So, what are your long term goals?  If it’s a pension you’re looking for, a pension specialist may be the route you’d like to take.  Perhaps you would like to know the best way to plan for long term care or how best to tailor your investments toward this.  Either way, being clear about what you want to achieve now will help you find the right adviser to plan your future.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Facebook Twitter LinkedIn

About Author  is an online directory of UK based financial advisers, featuring 24,000 IFAs, mortgage advisers, solicitors and accountants