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Finding the right deal
Finding the right mortgage for your circumstances can feel like a daunting task, especially if you are a first time buyer. We all want the cheapest rate on offer, with a lender who won’t judge us too forensically.
Annual Reviews
You are likely to expect a review from your advisor at least once a year to check in on performance, and to ensure the chosen solution continues to meet your objectives and circumstances.
Investment Objectives
It’s important for your advisor to understand your goals right from the outset. Examples could be a specific annualised growth target, a required level of income, or something more specific.
Suitability
Your advisor will need to continuously ensure that the investment solution meets your needs, and aligned with your risk appetite which may change over your lifetime. Often those who reach retirement prefer a more steady solution when compared to someone who has a longer time horizon.
Ongoing Support
It’s also important for an advisor to be there when you need them. Your circumstances may change without notice, or you may have questions about your existing arrangements. An advisor who is there to support you all year round is what we consider a good advisor.
Advisor-Finder.co.uk matches people with advisors and does not provide financial advice of any kind.
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