Financial Planner - Financial Planners

How to choose a Financial Planner

Finding the right financial planner for you can seem like a daunting task. If you are not fortunate enough to have been given a recommendation by a friend or family member, it will require some research and patience for you to find someone you have confidence in.

A sensible starting point is to ascertain what type of financial planner you require. Frequently, planners will specialise in certain areas, so a pensions and investment expert may not be suitable for mortgage advice and vice versa.

Certain planners will specialise in business related advice areas and others focus on individuals. Consideration also needs to be given to whether your planner is tied to a larger firm and is therefore restricted in the advice they can offer or if they are an independent firm able to offer products from across the whole of the market. Crucially, your financial planner will need to be well qualified and be authorised by the FCA (the register can be found here)

Whatever your process for selection, do not underestimate the importance of your financial planner being able to communicate clearly. It is likely that you are going to be entering into a long term business relationship with your potential adviser so being able to get along is of paramount importance.

Read more about the Financial Planning Process »

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Churchill Wealth Management: Independent Financial Planners based in Bristol providing financial planning to clients who are based right across the UK.

To book an appointment, please contact our advisers on 0117 923 7652 or click here to use our contact form »


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