As clients are increasingly looking for value for money from their adviser head of training at the Association of Investment Companies (AIC), Jacqueline Lockie, has set down seven key questions IFAs should have an answer for.
The questions are aimed to help consumers, who are looking for advice or may be changing their current adviser, identify whether the fee they pay their adviser is justified by the service they receive in return. The tips were drawn up as part of Financial Planning Week due to start on 24 November. Lockie (pictured) said: "I think now that all clients know they are paying for advice, the question then becomes 'How do I know I'm getting value from my adviser?' The answer isn't necessarily as straightforward as you might think - there are a number of important questions investors ought t...
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