Is your financial advisor any good?
How do you know if your financial advisor is worth her salt?
Ingram says the answers to these questions should give you a fairly good idea:
What proportion of my investments is in shares, bonds, property and cash?
Do I have more than one type of fund from the same asset manager?
Do you know how much I’m paying in fees?
Can you give me an estimate of how much I would lose should the market tank?
How much growth can I reasonably expect over the long-term?
For more detail, listen to the interview in the audio below.
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This article first appeared on 702 : Is your financial advisor any good?
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