Your ideal adviser
Your ideal advice firm
- Will have a clear, transparent and fair charging structure and won’t haggle on price
- Will have a consistent and coherent investment strategy
- Will try to reduce the cost of investing
- Will only employ very well qualified, technically proficient advisers
- Will offer a comprehensive service so that you don’t need numerous advisers
- Will liaise with your accountant or solicitor if you would like
- Will not operate on a 9-5 basis
- Will give you human beings not call centres
Your ideal adviser
- Will take a weight off your shoulders
- Will take your finances seriously
- Will give you straight answers to straight questions
- Won’t sit on the fence
- Will be with you for the longer term and won’t be jumping ship next week
- Won’t lecture you or baffle you with jargon
- Won’t make false promises
- Will treat you just as he or she would wish to be treated him/herself
- Won’t be dull
