The Ultimate Financial Advisor Selection Checklist – Don’t Risk Your Wealth Without This

Financial Advisor Selection Checklist

Why this matters:

Choosing the right advisor is one of the most important decisions for your financial future. Use this checklist to evaluate and compare your options—so you partner with someone truly qualified, trustworthy, and forward-thinking.

Credentials & Professionalism

☐ Is the advisor licensed and regulated in your country (and familiar with international requirements for expats or global clients)?

☐ Can they demonstrate at least 5–10 years of experience helping clients in situations similar to yours?

☐ Do they have positive client testimonials, verifiable reviews, or professional references?

☐ Are their fees, charges, and compensation structure fully transparent and clearly explained?

Expertise & Services

☐ Do they offer advanced, institutional-level investment experience or specialized training (e.g., mentorship by investment bank, hedge fund, or cross-border planning experts)?

☐ Are they experienced in complex planning—such as expat finances, global pensions, or multi-currency portfolios?

☐ Can they provide holistic advice, not just product sales (covering planning, risk, tax, legacy, and ongoing service)?

☐ Do they provide regular performance reviews and proactive communication?

Technology & Innovation

☐ Does the advisor use secure, modern technology for client communications, reporting, and planning?

☐ Do they combine human expertise with AI-powered tools for research, analytics, or market monitoring?

☐ Are they proactive about keeping up with financial innovation and global best practices?

Personal Fit & Relationship

☐ Do they take the time to listen, understand your goals, and tailor solutions for your unique needs?

☐ Are they responsive and easy to reach when you have questions or concerns?

☐ Do you feel confident in their ability to explain complex topics in simple, clear language?

☐ Are they committed to long-term partnership—not just one-time transactions?

Global Perspective & Long-Term Security

☐ Can the advisor guide you on cross-border tax, relocation, and succession issues if relevant?

☐ Are they aware of current global trends and regulations affecting your investments?

☐ Will they help you plan for legacy, inheritance, and next-generation wealth transfer?

If you answered “No” or are unsure about any of these questions, it’s time to explore a more advanced advisory partnership. Adrian Rowles delivers world-class expertise, global solutions, and a true human+AI approach for your future.

Use this checklist when interviewing any advisor, or as a confidence check for your current advisory relationship. If you want to discuss how Adrian meets—and exceeds—these standards, book a complimentary consultation.