As for where to find a financial advisor, there are several places to look:
- Use an online advisor search.
- Ask friends, family or colleagues for recommendations.
- The Garrett Planning Network.
- The National Association of Personal Financial Advisors.
- Robo advisors.
- Search engines.
Where can I get financial advice online?
The best online financial advisors
| Advisor | Standout features |
|---|---|
| Wealthfront Open Account » | Low cost, only robo-advisor offering 529 plans |
| Betterment Open Account | Robo-investing plus affordable access to personalized human advice |
| SoFi Open Account » | Access to various financial products, plus expert advice |
What do I need to know about getting financial advice?
Information on choosing a qualified financial adviser, how much advice will cost, a checklist of things to think about before seeing an adviser and how to make a complaint. Information on choosing a qualified financial adviser, how much advice will cost, a checklist of things to think about before seeing an adviser and how to make a complaint.
How can I find out who is my financial adviser?
The ASIC Connect Professional Registers will tell you if the company or person holds an AFS licence. or is an authorised representative. Check their qualifications on the Financial Advisers Register. Decide what you want from the advice.
Where can I find unbiased financial advice in UK?
Unbiased at You can find independent and restricted ‘whole of market’ advisers on their website. Restricted ‘whole of market’ means advisers who can offer available products from all companies, but who may specialise in a particular area, such as pensions.
What to do if you are unhappy with your financial adviser?
Read your adviser’s Financial Services Guide to learn about their fees and services, and how they deal with complaints. Compare the fees charged by different advisers, to make sure you’re getting a good deal. Be careful about how much access your adviser has to your investment accounts. Talk to your adviser if you’re unhappy with their advice.
