75- Questions To Ask Your Financial Adviser

If you currently work with a financial adviser to help you achieve your financial goals then it can be helpful to put them to the test with these questions. If they can confidently answer these questions then you know you're already working with a great firm. Similarly, if you're considering working with a financial adviser at somepoint, now or in the future, then you should consider asking them these questions. They'll help you feel more confident as you go into a first meeting with them. Knowledge is power money nerds! Join Benjamin Mitchell (themoneyscot), serial hater of financial jargon, as he helps make your finances clearer and ensures you never make another financial mistake. Getting on top of your personal finances doesn't need to be complicated or scary. Arm yourself with the only knowledge you need to transform yourself from money novice to money nerd!  Take my 5 minute retirement assessment (can you already afford to retire?) 🚀Disclaimer - please note that nothing in this podcast can be relied upon as financial advice and the content is provided purely for information and guidance purposes. Please seek independent, regulated financial advice relevant to your situation.