TELL YOUR ADVISER YOUR GOALS

Do you want to invest for income to live on now, or do you want to build up assets that you can draw on in the future?

  • Do you want a plan for the next few years or for the next 10-20 years?
  • What sort of lifestyle do you realistically expect?
  • Are you saving to buy a house? To pay for your children's education? Will you need to support other people?
 
 

How to interview prospective advisers?
Questions to ask your financial planner
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Industry Snapshot
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Former Dover, Securitor adviser banned
18 April 2019, 12:18pm
An adviser formerly licenced by Dover Financial Advisers has been banned for failing to provide advice in the best interest of clients. Read more
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