Recommendations for financial advisors may come from friends or family, or perhaps your bank or accountant has made a recommendation. You can also find an advisor through industry associations such as The Financial Planning Association and The Association of Financial Advisers. Either way, it is important to do your due diligence before hiring a financial advisor.
Read the financial services guide (FSG) of any financial advisers you are seriously considering. If their FSG is not available to download from their website, ask for a copy.
The guide will tell you:
Most financial advisors offer an obligation-free initial consultation. This is an opportunity to get to know them and their business and vice-versa. It is important that you feel comfortable with your financial advisor, trust them and are happy with the level of communication they provide. You must also be willing to engage in the process and follow their recommendations.
The team at Greentree Financial works with you in establishing a relationship built on trust and reliable outcomes. We would love to help you achieve your financial goals.Let's Talk