Questions Ask Financial Dublin
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6 Questions You Should Ask Your Existing Broker

Q1

Are you truly independent and do you deal with all insurance companies or are you restricted to a small number of companies? Are you an ā€˜authorised adviser’ or a restricted activity intermediary?

Q2

Are you prepared to transact business on a nil commission basis to ensure that I receive truly independent and ā€˜best’ advice? I appreciate that I will have to pay you a fee.

Q3

Are you a CFP – Certified Financial Planner or an SIA – Specialist Investment Advisor?

Q4

How many years experience do you have?

Q5

If I become a client, how often will you sit down with me to review all my investments to ensure that I maximise investment opportunities?

Q6

Do you have ongoing relationships with the investment managers in the main investment houses, to ensure that any advice given is ā€˜up to the minuteā€˜ and well informed?