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20 Questions most frequently asked about financial advisers.
Use this list to check what questions are important to you and make sure that they are answered to your satisfaction.
 Is my adviser sufficiently knowledgeable about the technical aspects of financial planning?- How well will I be informed about the process that I will be taken through?
- Can I take my time to work through the process, so that I feel I’m not being rushed to make decisions?
- Will I feel like I am in control of proceedings?
- Will I be listened to and my opinion respected?
- Can I expect that there will be a partnership between myself and my adviser, with him or her working for my best interests; blending his expertise with my objectives?
- Will my adviser respect my time and not waste it?
- Will my adviser be professional with his dealings with me, making appointments that he punctually keeps?
- Will everything be confirmed in writing, using easy to understand terms?
- Will my adviser give me broad understanding of how the process will work, once we have agreed on a course of action?
- Will I be educated in an appropriate manner, rather than being lectured and made to feel stupid?
- Will my fears and questions be acknowledged and addressed; to my satisfaction?
- Will my adviser keep me fully informed regarding the progress of any actions we agree upon?
- Am I able to view feedback about my advisor from other clients?
- What future support can I expect from my adviser?
- How do I know my adviser can be trusted?
- What resources back my adviser, if something goes wrong?
- How will I know, upfront, what this process is going to cost me, before I agree to proceed?
- Will my adviser deal with my plan in a timely manner?
- Will my adviser stay in touch with me after the plan is done, so that I know that I matter?
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