Choosing advice
When might you not need a financial adviser?
Situations where paid regulated advice may add little and free guidance or self-directed decisions may be enough.
Read guidePractical explanations for the decisions ahead. Search by question or explore a topic.
Situations where paid regulated advice may add little and free guidance or self-directed decisions may be enough.
Read guideWhat a UK financial adviser can do beyond choosing investments, from financial planning and pensions to protection and ongoing reviews.
Read guideA practical framework for deciding whether the benefit of financial advice is likely to justify the fee.
Read guideWhere financial advice may reduce avoidable costs or poor decisions, and why an adviser cannot promise that the fee will pay for itself.
Read guideExplore the work involved and when personal advice may be useful.
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