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

unbiased.co.uk 12 September, 2014 | 2:41PM

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 unbiased.co.uk 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.

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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.

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unbiased.co.uk  is an online directory of UK based financial advisers, featuring 24,000 IFAs, mortgage advisers, solicitors and accountants

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