Important questions to ask your Financial Adviser

Q1 Are you approved by the FCA?
Q2 What experience & qualifications do you have?
Q3 What type of advice do you offer?
Q4 What are your charges?
Q5 Can the cost be deducted from my investment?
Q6 How do you assess my financial needs?
Q7 How do you assess whether a product or investment has the right level of risk for me?
Q8 How will I receive advice?
Q9 Do you offer an ongoing service and how much does it cost?
Q10 How often should I review my investments?
Q11 Who will look after my advice?

Email us on info@sbfinancial.co.uk Call us on 01296 641 868Use our Contact Form

Please note when reading any information on this website: past performance is no guide to future performance. The value of an investment may go down as well as up and an investor may not get back the full amount invested. Before investing, please ensure that you have read the information set out in the simplified prospectus, which includes full details of the charges. Any material available is directed only at persons in the UK and is not an offer or invitation to buy or sell securities. Opinions expressed on this website represent the views of Stephen Baker Financial Consultants Ltd at the time of publication, are subject to change, and should not be interpreted as investment advice.

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