The final point on your checklist is to set your own expectations for the process and hold your adviser to
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Financial Advice Checklist: Watch for the Warning Signs
I always say to trust your gut, whenever you’re meeting someone for the first time. If you have a natural
Financial Advice Checklist: Objectives and Questions
Whenever I meet a new prospective client for the first time, after the initial pleasantries, I usually ask two questions.
Financial Advice Checklist: Find an Adviser
Assuming, then, that you do want to pursue professional financial advice, how do you go about finding the right person
Financial Advice Checklist: Introduction
As you know, I’m a big proponent of equipping people to make their own financial decisions, believing that anyone, with
Beginner Investing Checklist: Find Your Risk Profile, Invest and Relax
Check Your Risk Profile Now that you have chosen a platform, an account (probably an ISA) and a fund, all
Beginner Investing Checklist: Choose Your Method and Your Fund
The final thing you need to decide before we get into the nitty-gritty of the underlying investment, is how much
Beginner Investing Checklist: Introduction
I find it amazing that we teach kids how to find the area of a triangle or why you shouldn’t
Portfolio Review Checklist: Rebalancing & Reallocating
In the final post in this series, here are some quick-fire things for you to consider when you’re looking at
