ASK FOR A WRITTEN PLAN
Legally your plan must include important documents. Check that you have been given:
- a statement of advice (SOA) that sets out what your adviser is recommending and why it is suitable.
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At this point, some advisers will also give you a 'terms of engagement' that sets out the exact services they will supply and the fees and charges you will pay. And always file any paperwork away carefully - you'll never know when it could come in handy.
