Looking for an investment adviser?
Investment advice should be based on your circumstances, objectives and attitude to risk. Understand what to check when looking for a regulated adviser.
Start with the type of help you need.
Financial advice should be personal to your circumstances. These are common areas to think about before choosing who to speak with.
Investment objectives
An adviser can explore what you are investing for, your time horizon and how much risk you are able and willing to take.
Portfolio structure
Advice can consider how investments fit together and whether the overall approach is aligned with your financial plan.
Tax wrappers
Where relevant, an adviser can consider available tax-efficient wrappers and allowances as part of regulated financial planning.
Ongoing management
If you want continuing support, ask how often the portfolio and financial plan are reviewed and what the ongoing service includes.
What should you consider before proceeding?
Regulation, relevant experience, clear charges and a service that fits your needs all matter.
Clarify your objective
Be clear whether you are investing a lump sum, reviewing an existing portfolio, building wealth over time or planning for another goal.
Check FCA permissions
Verify the firm on the Financial Services Register and confirm it has the permissions relevant to the advice being offered.
Understand the investment approach
Ask how recommendations are made, how risk is assessed and what investment universe the adviser considers.
Compare all costs
Understand adviser charges as well as relevant product, platform and investment costs before proceeding.
Useful next steps.
Explore related Adviser Finder resources or tell us what you need when you are ready to look for professional advice.
Learn before you decide.
Use Adviser Finder's educational guides and tools to understand the questions worth asking next.
Browse guides ↗Find a financial adviser.
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