Decoding Active Management
Getting advice
Find a Financial Adviser
Narrow down your list to three or four and contact them to find out more about them and ask who in the firm will be your adviser, what experience they have, and whether their advice is restricted in any way. You can also ask for case studies of people in similar circumstances to your own who they have helped.
Once you have identified one, you will need to meet in person. Look for an adviser that understands you and someone who you also understand. You will also need to ask about fees. You will likely pay an upfront cost that might be a fixed fee, an hourly fee, or a percentage of your assets and investments. Fees will vary from adviser to adviser but you might expect to pay about £150 an hour for good advice. Negotiate if you can, and ask if they offer a free initial consultation.
¹ We do not endorse the advisers on this site.
