Personality Counts
A successful client/adviser relationship is based on mutual trust and respect. It also helps to have a good rapport with your adviser.

The complexity of your financial situation
Family and business interests can increase the complexity of personal finances. A single person with no dependents will have different needs from someone who is planning for their children¹s future.

The assets you have available to invest
If you have £10,000 to invest, your needs will be different from someone with £150,000 or more.

Type of relationship you want
The amount of contact you expect to have with your adviser, as well as his or her accessibility is an important consideration. You may want to establish a plan and then meet annually to review it. On the other hand, you may be looking for more frequent contact to discuss your progress or new investment ideas.

At Advisa Financial Services Limited we offer all of these options to our clients and discuss with you the level of service that is most appropriate for your needs.