Financial planning helps you make smart decisions about your money so you can achieve your goals in life. If you have never used a financial advisor before, the process to select the right one can be a little daunting. You will want to know exactly what they do and how they can help you. You may already be using a financial advisor, or have in the past and want to be sure you are asking the right questions.
Listen as Julian talks you through what you need to know to help you ask the right questions to decide on the right financial advisor for you.
DisclaimersCrowe Financial Planning UK Limited is authorised and regulated by the Financial Conduct Authority (‘FCA’) to provide independent financial advice. The information set out in this publication is for information purposes only and is based on our understanding of legislation, whether proposed or in force, and market practice at the time of writing. It does not constitute advice to undertake a particular transaction. Appropriate professional advice should be taken on specific issues before any course of action is pursued. Any advice provided by a Crowe Consultant will follow only after consideration of all aspects of our internal advice guidance. Past performance is not a guide to future performance, nor a reliable indicator of future results or performance. The value of investments, and the income or capital entitlement which may derive from them, if any, may go down as well as up and is not guaranteed; therefore, investors may not get back the amount originally invested. The Financial Conduct Authority does not regulate Trusts, Tax or Estate Planning. |
