webersrity

  Your financial advisor is someone you need to trust implicitly. After all, you’re going to give them access to sensitive personal information and let them advise you on matters which could have a huge impact on your financial health in the future. So what are the most important factors to consider when deciding whose services to engage? 1.  Usually, an advisor’s qualifications and experience would be the first consideration but, since you are looking for a Chartered Financial Advisor, you already know that they will have attained one of the highest qualifications available in their profession and are likely to be able to offer you whole-of-market advice. Do ensure though, that your prospective CFA is FCA registered and can show you a Statement of Professional Standing to verify their Chartered status. 2.  The practice of paying Financial Advisors’ fees via a commission has now been prohibited so you should be prepared to pay their fees yourself either directly or via the investment r