Questions to ask your financial adviser

When markets are buoyant, and investment returns are as expected, it’s unusual for investors to dig deep for information when it comes to choosing a financial adviser.

When markets are more challenging, there tends to be greater scrutiny of fees, practice and investment style. Julian Broom, our Chief Investment Officer, explores the tricky questions it’s always important to ask when considering both your investments and the firm you are selecting to manage them.


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