Saving and investing
Is a financial adviser worth it for £250k?
How to think about the value and cost of financial advice when you have around £250,000 of pension or investment assets.
Read guideFind the answer you need.
Practical explanations for the decisions ahead. Search by question or explore a topic.
Latest guides and practical reading
198 articlesSaving and investing
How should you choose a financial adviser for £1m?
What to compare when choosing financial advice for around £1 million of pension or investment assets.
Read guideChoosing advice
Do I have enough money for a financial adviser?
How adviser minimums, minimum fees and one-off advice affect whether financial advice is available at different asset levels.
Read guide
Fees and value
How do financial advisers get paid?
The main ways UK financial advisers can be paid, including direct fees, product charges and commission for certain products.
Read guideFees and value
Do financial advisers get commission?
When UK financial advisers can receive commission and why pension and investment advice is treated differently.
Read guide
Choosing advice
IFA vs financial adviser: what is the difference?
Compare IFA, financial adviser and restricted adviser: what each label means, what to check and how to compare the same service and fee.
Read guide
Choosing advice
Financial advisor or financial adviser?
Understand the two spellings and what matters when checking a professional's service.
Read guide
Retirement and pensions
Questions to ask a retirement adviser
Prepare for a conversation about pension income, assumptions, fees and ongoing reviews.
Read guide
Retirement and pensions
Should you see a financial adviser five years before retirement?
Why the five years before retirement can be a useful time to review pensions, spending, investment risk and retirement income plans.
Read guide
Work and business
Do you need a financial adviser after selling a business?
Financial planning after a business sale, including cash, investment risk, retirement, diversification and adviser fees.
Read guide
Work and business
What should you do with money after selling a business?
A decision framework for business-sale proceeds, including cash, diversification, future spending, retirement and financial advice.
Read guide
Retirement and pensions
Do you need a financial adviser for pension drawdown?
When regulated advice may help with pension drawdown, including withdrawals, investment risk, provider choice and ongoing retirement planning.
Read guide