atans1

Staircase to financial paradise

In Financial competency, Financial planning on 12/05/2018 at 11:34 am

From FT columnist

Step 1: Do you need a financial adviser?

Step 2: Decide which type of service you want

Step 3: Independent or restricted advice?

Step 4: Choose which level of advice you need

Step 5: What are the charges?

Step 6: Finding an adviser

Step 7: Choosing the right person for you

Step 8: Keep your finger on the pulse

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