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Ep.10 – Questions to ask your Financial Advisor with your host Rebecca Robertson

Have you always wanted the opportunity to ask your Financial Planner or Advisor? Not quite sure where to start or how to format your questions in the right way to get the information you need?

In this episode, Rebecca goes right back to the basics that will give you an insight into how the Financial Advisor world works. It’s important to firstly note that there is a difference between a Financial Advisor/Planner and a ‘Money Coach, Business Coach’ etc., the main (and very important) difference is the Financial Conduct Authority (‘FCA’). Anyone who is going to give you actual financial advice have to be authorised by the FCA and follow the rules and guidelines implemented by them. Someone who works with a ‘coach’ style status do not have to work within a regulated environment, meaning that any advice they provide you does not have any protection and it would be your fault if you acted on the information and it didn’t work out. There are also people who work under both (such as myself!) and its really important you are clear which type of advice you are obtaining.

Both have excellent qualities, its all about you knowing which would work for you and your circumstance! So which questions should you be asking first?

BACKGROUND – What is your background? What experience have you had? What qualifications do you have?

PRICING AND PROCESS – What should you expect? How long will this take? When do you expect to see results? How is the relationship going to work? How much would it cost (don’t be scared to ask for a breakdown!)? Are there pricing plans available?

REGULATION (if you decide to go with a Financial Advisor) – What kind of advice can you offer (as regulated it may be restricted)? Do you hold the correct authorisation to offer me this advice? Are you freelance or with a firm? Who owns me (and my information) as a Client?

Getting the right questions at the beginning can really assist you when doing your due diligence to ensure you pick the right person for you. This could be a relationship that lasts a lifetime, so you want to make the right choice!

More about your host:
Rebecca Robertson is an award winning author, TedX speaker, founder and Independent Financial Adviser with 20 years’ experience in financial advice.
I’m passionate about empowering women to take control of their finances, gain confidence in planning thier financial future and creating structures and processes for you to succeed.
I will debunk the jargon, make it understandable and tailor my services that best suit your needs. Get in touch with me today to start a much needed conversation…

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