Prepare for your first financial adviser meeting.
Take your own questions into the conversation. Our three-page pack helps you prepare, record the answers and compare what two advisers offer.
Download the meeting pack Free PDF · 3 A4 pages · No sign-upOpen the PDF in your browser →
Prepare your priorities.
Write down what you need help with, your timing and the broad financial picture. Check how to share any requested documents securely.
Ask useful questions.
Six questions about experience, regulation, work, fees, support and cancellation, with space to record the answers.
Compare the answers.
A worksheet for two quotes, including initial costs, ongoing charges, services and points still to clarify.
Bring the figures into focus.
Use the quote comparison tool to put costs in pounds beside the services offered. It compares your entries without ranking or recommending firms.
Compare two adviser quotes →Read the full questions guide →Planning for retirement? The retirement income planning pack adds spending worksheets, an income timeline and a worked example.
Ready to discuss an introduction? Tell us what help you need. We will review your enquiry and contact you about a possible adviser introduction.
General educational information, not personal financial, tax or legal advice. Keep your completed pack private. Based on practical preparation and the checks explained by MoneyHelper and the official FCA Register.