Getting Advice

Unfortunately we cannot give you financial or investment advice, but please do contact us if you have any questions about our portfolios or services. If you need advice on which of our portfolios is right for you we recommend that you speak to a financial adviser.

 

Choosing a financial adviser

For most people, their relationship with their financial adviser is a long term one, so it's important to choose one who's right for you. Here are a few things to consider:

Expertise: Most customers have specific financial planning needs. If you are interested in a particular area of investing, such as retirement or inheritance tax planning, choose an adviser with appropriate experience in that field.

Flexibility: Is it more convenient to see them at your home or at the office? Check with your adviser to see how flexible they are.

Payment: Different types of advisers are paid for their services in different ways. If you prefer to pay your adviser directly by a fee rather than through commission, make sure that your adviser offers this option.

Trust: Be sure that you're putting your trust in someone with the appropriate authorisation by checking with local regulators

Try before you buy: Advisers will typically offer an initial meeting free of charge, providing you with an opportunity to see if they are right for you.

Ask questions: There are questions you will want to ask before deciding on a financial adviser. During your first meeting with them it's your chance to make sure they are right for your needs, so don't be shy. It's your future and you have to get it right.

Choosing your financial adviser is your first step in making a solid plan for your future, so take your time to think it through.

 

Finding a Financial Adviser

There are many ways of finding a financial Adviser.  A personal recommendation is generally a good place to start, alternatively, there are many websites that list advisers in your area or country.  Often your Financial regulator will able to offer you a list of recognised financial advisers that may be suitable.

Although we cannot recommend a financial adviser to you, we are happy to give you a list of the financial advisers in your area/country that we frequently do business.

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