Guidelines on how to identify and select a financial planning service for your clients
Questions to Ask
How do you charge for your service?
What are your fee rates?
Can you give fee estimates for your work?
What are your resources?
Can I have a sample of your terms of business?
What feedback and liaison can I expect?
Have you the necessary qualification and experience to carry out the work?
If you are another professional looking for a financial planning service for your client or perhaps seeking advice in one particular area, then members of IFBAG can either provide this advice themselves or point you in the right direction
