How do you find the right independent financial adviser (IFA) for you?
When you search for the right adviser, much depends on what you want to achieve, but also on the personal chemistry between you.
Our online search can give you a shortlist of regulated advisers near you, and you can refine your search in many ways (e.g. to find advisers with specialist experience or particular qualifications).
When you have narrowed down your list to three or four, contact each adviser firm to find out more about them. This is the time to use our adviser checklist. It covers all the key questions you may need to ask, so print off as many copies as you need and fill one out for each firm.
By now you should have a good idea about which firm is your favourite, but you should still meet your adviser in person before engaging them. You are looking for someone who understands you, and also someone you can understand. Usually you know when you’ve found them, but if you have any doubts then keep looking.