When You Need A Financial Adviser And What To Look For | S02 E06

At some point in life, most people would benefit from an independent assessment of their finances. But how do you know when that point has arrived, and how do you choose the right adviser?

In this bonus episode, James explains the common triggers for seeking financial advice. This includes when your finances become too complex to manage confidently, when you have accumulated enough assets that the cost of mistakes becomes meaningful, when you value your time and want to delegate, or when you are navigating a major life event such as retirement, divorce, inheritance, business sale or ill health.

He then outlines what to look for in a financial adviser. From regulation and experience to working with people like you, style of communication, long term alignment and whether they follow a proper planning process such as the 4 Ps framework.

This episode is about helping you make an informed decision based on substance rather than style, and ensuring that if you do engage an adviser, it is someone who is the right fit for you and your future.

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This show is intended to be for guidance and information purposes only and should not be considered personalised financial advice.

Aristotle Financial Planning Limited is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. You can find Aristotle Financial Planning Ltd on the FCA register under reference 922089. Registered in England and Wales. Company number 10916254. Registered Office Unit 4 Darley Abbey Stables, Abbey Yard, Darley Abbey, Derby, DE22 1DS.

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