Guide to financial advisers | About Roll-it

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