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AIBU?

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Financial advisor

1 reply

MrSchubertWhiskers · 31/05/2026 11:47

What should I look for when finding a financial advisor?

I need to speak to one about an inheritance matter. Posting here for traffic!

OP posts:
MsKirby · 31/05/2026 11:54

First thing, are they registered on the FCA website? This will tell you about the firms they work for and what they are approved to advice on. They should have a firm number that is related to their ID. Are you happy with somone who owns their own firm and self certify or part of a bigger firm and has compliance officer attached. Every page will have a compliance email, name and telephone number.

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