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Finding the right financial adviser
How to navigate the financial advice market with confidence
Download the guideFinding the right financial adviser
How to navigate the financial advice market with confidence
Download the guide
Finding a good financial adviser should be straightforward.
But with thousands of advisers and firms to choose from, knowing where to start, what really matters and who you can trust with your financial future can quickly become overwhelming.
This concise guide helps business owners understand where to search, which qualifications, credentials and characteristics genuinely matter, and how to compare the available options.
It gives you a practical process for filtering the market and confidently narrowing your search down to a shortlist of advisers worth speaking to.
Download the guide and read it in around 30 minutes.
Inside the guide
You will learn:
- Where to start your search for a financial adviser
- The difference between independent and restricted financial advice
- Which qualifications and professional credentials are worth looking for
- Why relevant experience with people like you matters
- How to use reviews, recommendations and professional directories effectively
- How to narrow your search to a shortlist of advisers worth meeting
A guide to help you find the right financial adviser
This guide is for business owners who have decided they could benefit from financial advice, but are unsure where to start or how to identify the right firms.
It is especially relevant if you are asking:
- Where should I look for a financial adviser?
- How do I know whether an adviser is properly qualified?
- Should I choose an independent or restricted adviser?
- Does it matter whether they specialise in working with business owners?
- Can I trust online reviews and recommendations?
- How do I narrow down the options without speaking to dozens of advisers?
Finding the right adviser does not mean searching the entire market. It means knowing what matters, filtering out the wrong options and creating a shortlist of credible advisers who understand people like you.
About the guide
Written by James Mackay, Managing Director and Certified Financial Planner at Frazer James.
James advises successful business owners on retirement planning, pensions, investment strategy and tax-efficient wealth building. This guide draws on that experience to help you understand what to look for in a financial adviser and approach your search with greater clarity and confidence.
Ready to find the right financial adviser?
Tell us a little about your situation so we can match you with the most appropriate adviser. Once completed, you'll be able to choose a convenient time directly from your adviser's calendar. The entire process takes less than two minutes.