Eight steps to choosing a financial adviser

Eight steps to choosing a financial adviser

The FT Adviser’s article entitled: “Eight steps to choosing a financial adviser” gives pointers to help individuals assess whether their IFA interested in you, as well as your money?

The article helps to assess your current situation and what type of advice you require and whether it is around a specific issue or ongoing advice. It also distinguishes between restricted and independent advice and the service levels available.

In the financial advisory industry Beaufort Wealth Management Limited alongside our colleagues in other firms are keen that the professional gains a good reputation. This comes through people having good experiences and building trust with their advisers.  It is very much the industry norm to provide an initial meeting at no cost in which you can see how you’d feel working with a particular adviser and understand more about the process of working together and fees involved. 

Even if the initial advice is for a specific need having a good rapport with an adviser can give peace of mind.  Read the FT’s article here


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We are a firm of highly experienced independent financial advisers based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

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Beaufort Wealth Management Ltd,
7B Tournament Court,
Tournament Field
CV34 6LG
01926 460156

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