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Research Guide · Finance & Investing

Best financial advisers for retail investors: what to check

Compare retail financial advisers by registration, services offered, fees and how they handle conflicts. Ask for a written scope of advice and confirm which entity will provide it.

Editorial team

What we consider

Country and eligibility, retail investor services, dealing and custody fees, account support, IPO access where appropriate, and the provider’s authorisation.

FREQUENTLY ASKED QUESTIONS

Questions people ask

What should readers understand about financial advisers for retail investors: what to check?+

No. Allocation eligibility and size depend on each offer and the investor.

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