Six questions for your financial planner

Poor financial advice is plentiful, good advice rare. John Addis offers six questions and a handful of tips on finding the latter and avoiding the former.

On Monday we detailed the shortcomings of the financial planning industry, which suffers from a deficit of trust due to the deliberate confusion of selling products and delivering advice. Trouble is, most investors need reliable financial advice. The problem is in finding it.

That’s the issue we’ll address here: where should you look for a financial planner and, once you’ve found one that you think looks okay, how do you know whether they’re any good?


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