Our site uses cookies

I agree Our site saves small pieces of text information, called “cookies” on your device. Find out more in our cookie policy. You can disable the usage of cookies by changing the settings of your browser. By continuing to browse the site you are agreeing to our use of cookies.

Do your homework before recruiting an adviser

This is a salutary reminder that when choosing an adviser, it is vital to do your homework before you engage them. These are our top tips, once you've identified the role for the new adviser first.

It appears that before picking up the phone, the hapless caller had failed to do even the most basic of background research on the former president of the Oxford University Conservative Association. Go to Spear's Wealth Management Magazine to read Corinne Staves' top tips.

Related Expertise

Private Wealth

Related in brief posts

The Court of Protection and the vaccine: to administer or not to administer

The Court of Protection and the vaccine: to administer or not to administer - Nicola Boulter considers two recent Court of Protection decisions.

No-one expects a 1975 Act claim......

Two decisions under the Inheritance (Provision for Family and Dependants) Act (enabling a spouse/civil partner and others, to bring a claim if a Will fails to make reasonable financial provision for that person) have produced very different results.

MEET | THE | EXPERTS: A Taxing Time or Time for Tax

March sees the launch of the Treasury Committee’s report ‘Tax after coronavirus’, Budget Day and a later release of tax related consultations and calls for evidence. Join our experts at 11am on 24 March to see how these developments may affect you.