The IFP's ten questions for consumers to ask a planner

Is there anything you would add? 1) What experience do you have? The IFP said it is helpful for clients to find out how long the planner has been in practice and the number and types of company with which they have been associated. 2). What are your qualifications? Many financial planning practitioners describe themselves as 'financial planners', the IFP said. Prospective clients should find out what qualifies their new adviser offer advice and also check on his background via the FSA register. 3) What services do you offer? The IFP said a financial adviser's services depend ...