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Guidelines for choosing a Financial Planning Advisor

Provided by Bankrate.com, Content Partner for the SME Toolkit

YoungExec.jpgPoor financial planning is a key contributor to the failure of most small to medium-sized businesses. Don't let that be the reason for your business failing.

It's important that you get a professional in to help you with your financial planning and management. There are various criteria to look for when searching for the person who is most experienced to deal with your specific circumstances.

You will have to check for:

  • Qualifications
  • Experience
  • Professional Registrations
  • Compliance

Attached to this article is a checklist you can download and use when choosing a financial planner.

File Description: The file contains a one-page document in MS Word. To help you choose an advisor with the appropriate skills and knowledge of your business' needs, download the Financial Advisor Checklist

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