the Shape of Money logo about us newsletter contact us site map search legal
Home #

Getting The Right Advice


Whatever your decision in choosing a financial adviser or a financial planner, we recommend that, at the very least, you consider the following in helping to determine their ability to give you advice:

  • Qualifications,
  • Experience,
  • Relevant professional membership,
  • Personal abilities, such as communication skills,
  • Their willingness to discuss and disclose the fee structure, and
  • Membership of a reputable organisation