If you want to see a wealth manager or adviser it’s a good idea to meet a few so you can compare the services they offer and find out if they’re right for you. Here are some questions to get you started.

Q1: How do you charge for your services – fee or commission?

Q2: What are other costs/ charges?

Q3: What services do you offer? Are you independent or restricted?

Q4: If you’re not independent, can you recommend products from across the market?

Q5: How long have you been a financial adviser and what are your credentials?

Q6: What’s the overall profile of your clients? Are they similar to me?

Q7: Will you give me ongoing advice and how frequently should we meet?

Q8: What’s your investment philosophy?

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