Holly Mckay
Holly MackayFounder and CEO
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    • Home • Advice • Common questions

    How can I find the best financial adviser?

    08 July 2024

    Question by Mark

    I would be interested to know how to research the best financial advisers out there.

    Answered by Holly Mackay

    Recommendations are great. If your friends don’t have an adviser, then look at their reviews on Google. Read what they say on Twitter/X. Some advisers are clearly out there doing great work, they speak at industry events and they contribute to their communities. Others can be a bit snarky, and you may instinctively think ‘Not for me’. Or have a nosey at their LinkedIn. I think you can quite quickly get a feel for what they're like as a person. It’s a personal relationship so this is important. At the end of the day, I think it comes down to who you trust to look after your affairs. And who you have been able to have an honest dialogue with about fees. And who you think is worth the cost, for the peace of mind and financial support they will offer.

    We discussed how to find the best financial adviser for you in more detail in this full article, covering everything from qualifications to fees to finding someone you can trust. Or, if you're actively on the lookout for a new financial adviser, head over to our list of Contributors to find advisers, planners, and coaches who may be able to help you with your finances.

    Answered by

    Holly Mackay

    Founder & CEO, Boring Money

    I’ve worked in investment markets for over 20 years. I started out at Merrill Lynch Investment Management and worked at a few big names before setting up my first business in 2008.

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.