Searching for a financial advisor in Manchester involves utilizing your research and investigative skills. You must have an understanding of what jobs they perform and how to tell if they are the right fit for you.
1. Does your financial advisor have the right qualifications?
Begin your search for a qualified financial advisor in Manchester by asking the right questions.
2. How long have they been working as a financial advisor?
3. Do they have client case studies?
Your potential financial advisor should have no problem providing client references, we are pleased to present our potential clients with references and client contact information.
4. Determine Qualifications
Your financial advisor in Manchester should be directly regulated and authorised by The Financial Service Authority (FSA).
5. Do the fees work within your budget?
6. Is the payment structure fee or commission based?
Either one can be beneficial to you, but a quality financial advisor should have no problem with fully disclosing any and all fees.
7. Annual Reviews
Your financial advisor should provide a written annual review which outlines the details of your wealth management plan.
Whether you are a private client or a corporation looking for financial planning solutions, your financial advisor should offer a full range of financial services, which include advice on investments, retirement planning, wealth protection, as well as monitoring progress, updating your plans and keeping risk at a minimum.
If you are looking for a financial advisor in Manchester, give us a call to arrange a free initial consultation.