Choosing A Financial Advisor

Once you have identified you have taken the time to carefully think about your financial goals and ambitions, you can look for an adviser who offers the services you are looking for.

One way to find an adviser is to undergo an internet search for information about a suitable adviser or the business they work for.

Alternatively, you could use a ‘find an adviser’ service through an industry association, which can help you find an adviser in your area. Most associations require their members to participate in ongoing training, follow a code of conduct, and have relevant procedures and systems in place for handling complaints.

To provide you with a helpful head-start, here are two examples of ‘find an adviser’ services:

Financial Planning Association’s Find a planner service.

Association of Financial Advisers’ Find an adviser service.

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