How do you choose an independent financial adviser?

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How do you choose an independent financial adviser?

14th April 2021

Research an IFA by exploring their fees, qualifications, references, investment approach, and their attitude to risk.

Always check that your adviser has the appropriate qualifications and experience. Preferably seek out an adviser by way of professional or personal recommendation.

Take into account your own objectives too; do you need a full service option including financial planning or do you need light touch advice or even just an annual sense check.

By matching these two, you should get a better feel of the IFA that will best meet your requirements.

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Robson Macintosh & Company Limited is an Independent Financial Adviser authorised and regulated by the Financial Conduct Authority FCA Reference number 217853. The guidance and or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
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