05/08/2025
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Thinking about getting financial advice but not sure where to start?
Here are a few simple tips to help you find someone who is the right fit:
1. Look for independence
An independent adviser isn't tied to one provider, so their advice is based on what's best for you, not what they are selling.
2. Check qualifications
All advisers should hold a Statement of Professional Standing, confirming that they are qualified, ethical and up to date.
3. Ask about fees upfront
A good adviser will be clear about how they charge and make sure you're comfortable before moving forward.
4. Make sure they listen
The best advice starts with understanding you. If someone talks more than they listen, move on.
5. Trust your instincts
You'll be sharing personal details, so you need to feel comfortable, respected and supported.
If you are ready to explore your options, we are happy to chat - no pressure, no obligation.
We are based in Consett, Co. Durham but service nationwide.
Give us a call on 01207 258117
