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Guide to financial advisers
Guide to financial advisers
11 articles in this collection
Written by
Mark MacLeod
What is a financial adviser?
What is a financial adviser and how might they help me?
Written by
Mark MacLeod
Updated over a week ago
Financial Services Guide (FSG)
Make you receive your adviser's FSG
Written by
Mark MacLeod
Updated over a week ago
Scaled vs full financial advice
What is the difference, and why would I pay more for full advice?
Written by
Mark MacLeod
Updated over a week ago
Financial advice process
The client questionnaire
Make sure your financial adviser understands you, your situation, and your goals
Written by
Mark MacLeod
Updated over a week ago
Your attitude and capacity for risk
Your attitude to risk, and your capacity to manage risk may not be the same.
Written by
Mark MacLeod
Updated over a week ago
Statement of advice (SOA)
How do financial advisers deliver their assessment of your finances, and recommend next steps towards your financial goals?
Written by
Mark MacLeod
Updated over a week ago
Costs of financial advice
First meeting with an adviser is free
What can you expect the first time you meet a financial adviser
Written by
Mark MacLeod
Updated over a week ago
Fee for service financial advice
The pros and cons of fee for service based financial advice
Written by
Mark MacLeod
Updated over a week ago
Advice and funds under management fees
Is your financial adviser entitled to a FUM fee?
Written by
Mark MacLeod
Updated over a week ago
Financial adviser performance fees
Avoid them if you can
Written by
Mark MacLeod
Updated over a week ago
Annual fee disclosure statements
Make sure your receive and read your annual financial advice fee statement
Written by
Mark MacLeod
Updated over a week ago