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Meet the adviser

Guess what. Financial advisers are human too. Most of them are actually very nice, approachable people whose biggest motivation is to help their clients to prosper.

In this section we look at the advisers themselves, their qualifications and what it is exactly they do to assess your needs and improve your financial wellbeing.


The specialists: mortgage advisers

They say an Englishman’s home is his castle. But even if your ambitions are a lot lower than a turreted mansion a specialist mortgage adviser is there to help you achieve your dream.

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The specialists: trust fund experts

Trusts sound like scary, complicated things don’t they? Probably with good reason, but with expert guidance they can be incredibly useful.

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Choosing the right financial adviser for you

Your financial adviser will be working for you. Before employing their services you need to make sure they’re right for the job. So what should you consider?

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How clever are financial advisers?

If you’re going to entrust your finances with a professional adviser, you want to be sure they’re up to the job. So what qualifies them to take on such a responsibility?

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Meet the modern adviser

Financial advisers come in all shapes and sizes. So what are the different adviser types and what are the factors that determine which is most suitable for your needs?

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Prepare for your first financial adviser meeting

You’ll go into your first adviser meeting with a lot more confidence if you know what to expect and are well prepared. So what do you need to know?

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