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The Top Five Things You Should Be Asking Your New Financial Advisor and Why
In a highly uncertain, fast moving and ever-changing world, ensuring you have the right partner to guide you on your retirement and financial planning journey is more important than ever. A financial advisor who has the ability and means to show you all available options, works for a highly regulated and credible company and communicates through both good times and bad are some of the necessary considerations before choosing an advisor.
Bearing that in mind, what are the five key questions you should be asking your potential new financial advisor right now?
Before getting into these questions, perhaps the first question should be: Do you need a financial advisor at all?
If you have the time, ability and inclination to constantly monitor the markets, have access to the best analysts and economic brains, can boast decades of financial market experience, have learned important lessons from past financial crises and if you are confident, you won’t make hasty and panicked decisions – then you probably could go it alone. But that is just one aspect of a financial plan being the underlying investments. What about life cover and a Will which are the foundations of a good plan, tax efficiency, retirement planning and estate planning to ensure your family are provided for when you are gone?
If not, you need an expert in your corner who will give you the best chance of preserving and growing your wealth, especially as the need for detailed planning is considerably compounded when you add the complexity of investing offshore.
Based on the experiences of Carrick’s Private Wealth Managers, who understand the concerns of our clients, we believe the following are essential questions you should be asking right now, particularly in light of the current global environment… and why:
Depending on your personal circumstances, there may be other questions you’d like to ask. But these, we believe, are important grounding questions for 2021.
If you wish to consider entrusting Carrick with your financial future, be sure to put us to the test.
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