How do I choose an adviser?

Choosing the right Adviser is the first step in achieving your financial goals.

Confirming an adviser’s experience, industry background, and professional qualifications is a good place to start. Ask for client recommendations, specifically for clients in a similar life stage or situation to you.

The rest of the decision is about personality and understanding. You need an Adviser that understands who you are, what is important to you and what you want from life – both now and in the future. You need to be able to articulate this to an Adviser, and be confident the Adviser can take what you tell them and use their skills to help you achieve it.  You and your Adviser need to know what you want from them and what they need from you – to help you achieve your goals.

Once you find the right Adviser you'll have a strong foundation for building a long-term relationship with a person you can trust.

Click here to read the FM Financial Advisers profiles – and feel free to call or email to ask any questions you may have, or book in a health check to discuss your financial situation.