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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Credit Card & Loan Comparison Website, Money Saving Apps Dubai , UAE
Financial Advisor, Financial Planner, Wealth Management expert, Financial Consultant, Financial Expert, Wealth Manager, Dubai, Abu Dhabi, UAE
Financial Advisor, Financial Planner, Wealth Management expert, Financial Consultant, Financial Expert, Wealth Manager, Dubai, Abu Dhabi, UAE

Professional bodies

Financial Advisor, Financial Planner, Wealth Management expert, Financial Consultant, Financial Expert, Wealth Manager, Dubai, Abu Dhabi, UAE
Financial Advisor, Financial Planner, Wealth Management expert, Financial Consultant, Financial Expert, Wealth Manager, Dubai, Abu Dhabi, UAE

Investment management and insurance companies

Financial Advisor, Financial Planner, Wealth Management expert, Financial Consultant, Financial Expert, Wealth Manager, Dubai, Abu Dhabi, UAE

Consulting firm

Credit Card & Loan Comparison Website, Money Saving Apps Dubai , UAE

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