What can I expect in the initial meeting?

Your first contact with your financial adviser will probably be on the phone – and it’s a good opportunity to clarify the details about what you need and to get the best out of your session so that neither of you waste your time.

Before you do anything else, ask your adviser to tell you the name of their firm, and check that it’s the one named in the email you’ve received from Unbiased. This ensures it’s not a cold caller and is the FCA-regulated firm that Unbiased has found for you.

Once you’ve confirmed the adviser’s identity, give a quick recap of your reasons for wanting to speak to them. The adviser will then tell you whether or not they can help, and you can arrange a mutually convenient time and place to meet. Many advisers will agree to come and see you at your home or workplace.

Read more information about how to prepare for your initial meeting.