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Top tips to recognise a good IFA

Feb 14th, 2007 by complex001

<supportLists]—>1- They speak English and have the appropriate qualifications.

<supportLists]—>2- They were recommended to you by a friend or a relative.

<supportLists]—>3- They give you their business card at the start of your meeting.

<supportLists]—>4- They don’t ask for money or charge you for the first meeting.

<supportLists]—>5- They take a full Fact Find and Review of your situation, needs and objectives.

<supportLists]—>6- Their research, recommendations, reports and Suitability Letters are clear and understandable.

<supportLists]—>7- They are always available in case you have any queries.

<supportLists]—>8- They answer all your questions fully and clearly.

<supportLists]—>9- They organise regular review meetings or conversations.

<supportLists]—>10- They are very organized and efficient.

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