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53
The Private Practice
Summer 2013/14
53
The Private Practice
Summer 2013/14
YOUR STEP-BY-STEP
GUIDE
1. Work out what type of advice
you require.
2. Ask friends/colleagues/family
or someone in finance, such
as an accountant or lawyer,
for a recommendation.
3. Research the names.
a. Check the company website.
b. Obtain (and read) their FSG.
c. Research their licensee
(detailed in the FSG).
4. Meet with two or three advisers,
and have your questions ready.
5. Obtain initial advice from
the adviser you deem most
suitable. A charge will probably
be incurred at this point.