How to find a financial adviser who has your interests at heart

  • Why use an adviser?
  • How to make a short list of possible advisers
  • Questions to ask them — initially by email
  • Meet the candidates for the job of advising you

Mary Holm is a freelance journalist, a director of the Financial Markets Authority and Financial Services Complaints Ltd FSCL, a seminar presenter and a bestselling author on personal finance. Her opinions are personal, and do not reflect the position of any organisation in which she holds office. Mary’s advice is of a general nature, and she is not responsible for any loss that any reader may suffer from following it.