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Buyer's guide

How to choose an adviser

How to use this buyer's guide

Put this on your website or send it with a first meeting invitation. People comparing advisers get a fair way to choose, and you start the conversation.

What is inside

What to compareAuthorisation
Questions to ask at the first meetingAsk what you will pay: What is the total cost in pounds in the first year, and each year after?
Independent and restricted adviceAn independent adviser can look across the whole market.
How advisers chargeThere are a few common ways to pay.
Checking the registerSearch the firm: Use the FCA register and check that its permissions cover the advice you need.
If something goes wrongStart by complaining to the firm in writing.

Three title ideas for your own version

How to choose a financial adviser
What to compare before you hire an adviser
The plain guide to picking a financial adviser

Where to promote it

Your websiteyour first meeting invitationlocal business groupsa link in your email signature

Why would an adviser publish a guide to choosing an adviser?

People compare firms anyway. A fair guide shows you are confident in your service and clear about cost, which is what careful clients look for.

Make this buyer's guide your own

The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.

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