Key questions to ask your financial planner - Equilibrium

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    key questions checklist

    Key questions to ask your financial planner

    When choosing a financial planner, it’s crucial to know that they are the right fit for you. Here is a list of key questions to ask to help you with the decision.


    • What’s included in your fees?
    • Tax planning?
    • Financial planning?
    • Inheritance tax mitigation?
    • Investment management?
    • Have you won any awards or accreditations?
    • Are you chartered?
    • What does your review process look like?


    • Can I talk to some of your existing clients?
    • How can I find out about your past views on markets and investing?


    • What benchmarks do you use with regards to your investment performance?
    • Do you adjust for charges?
    • How closely do you hug the benchmark?


    • Where is the bias in your charging structure?
    • Are you biased towards a particular class (i.e. equities) or sector (i.e. UK equities)?

    Active management

    • What is your strategic and tactical asset allocation?
    • Who makes the decisions and what is the process?
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