Looking for a Financial Planner? Here’s some questions to ask:
Do they offer an initial consultation at no cost to you?
Do you like and trust them?
Do they understand your concerns and goals?
Do they tell you upfront what the fees and charges are likely to be?
Do you understand what they are talking about? It should make sense to you and not sound complicated.
Are they well qualified? Certified or Chartered (or better still both) is always good.
Can they show you what your future could look like using financial models?
Are they going to meet with you at least annually to ensure you are on track to succeed.
Go with your gut feeling, if you are not sure then walk away and find someone else!
(With thanks to Wendy Fleming.)