Choosing advice
Financial adviser near me vs remote adviser: which is better?
How to decide whether you need a local financial adviser or whether a remote specialist could be a better fit.
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Practical explanations for the decisions ahead. Search by question or explore a topic.
Choosing advice
53 articles · Clear filtersChoosing advice
How to find a financial adviser near you
A practical UK process for finding a local financial adviser without choosing only by distance.
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Choosing advice
Do high earners need a financial adviser?
When higher income can make financial planning more complex and what to compare when choosing an adviser.
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How often should you meet your financial adviser?
How to judge whether annual, more frequent or ad-hoc financial-adviser reviews make sense for your situation.
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Choosing advice
What is an independent financial adviser?
What an independent financial adviser does, when an IFA can help, what a first meeting involves, and how to check their service and fees.
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Choosing advice
What is a restricted financial adviser?
What restricted financial adviser means in the UK and the questions to ask about the restriction.
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Should you switch financial adviser?
When changing financial adviser may be worth considering and what to check before moving an ongoing advice relationship.
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Financial adviser reviews: what should you trust?
How to use online reviews when choosing a financial adviser without treating star ratings as proof of suitability.
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Can a financial adviser help with tax planning?
When to use a financial adviser, accountant or tax adviser for pensions, investments, inheritance and business-owner planning, and who handles HMRC.
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Can you get a second opinion from another financial adviser?
When a second financial-advice opinion may be useful and what to take to another adviser for a meaningful comparison.
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Financial advice vs guidance: what is the difference?
The difference between regulated financial advice and general financial guidance, and when each may be useful.
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Choosing advice
When should you get a financial adviser?
Common points when financial advice may become useful, from retirement and inheritance to business sales and more complex investment decisions.
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