How to Get the Best Out of Your Financial Adviser

Choosing an IFA can be daunting. Here are some questions you should ask when working with a financial adviser - and some red flags to watch out for

Ali Masarwah 8 April, 2021 | 9:46AM

 

Financial adviser with chart

In theory, UK investors have it good. Significant improvements in regulation in recent years have brought more transparency and fairness to the industry than there has ever been. Indeed, Morningstar regularly surveys the experience of investors worldwide through its Global Investor Experience Study and this research tells us that things are improving.

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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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About Author

Ali Masarwah

Ali Masarwah  is the editor of Morningstar.de in Germany.

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