Independent vs restricted financial advice Find out more: Best stocks and shares Isas 2023.You can also take a look at MoneyHelper's Retirement Adviser Directory. Use its Wayfinder tool to search for financial planning firms by post code that hold CISI accreditation. The Chartered Institute for Securities & Investment (CISI) - a trade body for financial advisers.Personal Finance Society - a searchable directory of PFS members, who could hold certifications including Chartered Financial Planner.Society of Later Life Advisers - a searchable directory of advisers that specialise in later life advice.The Financial Conduct Authority register - the FCA's register lets you check whether your adviser is properly authorised. It's best to draw up a shortlist of at least three financial advisers and ring them all before deciding on one. The following resources can help you find the best adviser for you. For example, VouchedFor data shows that financial planning costs in South East England tend to be higher than in the north. If you don't need to meet your adviser in person, you could save money by looking outside of your local area. We recommend setting up meetings with at least three IFAs so you can decide which can provide you the best service for your needs, and the best value for money. You can use their filters to narrow down a shortlist based on areas of expertise and customer reviews. A comparison site is a good place to start Unbiased and VouchedFor are the biggest. It's really important to shop around when looking for an IFA. Your data will be processed in accordance with our Privacy policy How do I find a good financial adviser? This newsletter delivers free money-related content, along with other information about Which? Group products and services.
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