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What level of control your adviser has – whether they need your written consent to make changes to your

What it Means to Work with a Financial Adviser

When you’re considering different types of adviser, keep an eye out for financial advisers that are not tied to any brands, products or financial services providers. You want an adviser that provides truly bespoke advice and can recommend products or services from any providers they feel are offering the best value or the right solutions for your financial needs.

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Hidden Fees Explained

There are a few ‘hidden fees’ to watch out for – these are costs usually rolled into your agreements which are not visible to you. If you are in any doubt, ask for an itemized fee breakdown, so you know exactly what you are paying for. A reputable adviser should be providing this level of information as standard practice.

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