Consult by Momentum wrote an article to help people with criteria to select a financial advisor. Consult said when looking for a financial advisor, one should consider their qualifications, experience and correct regulatory experience. Other things to consider are how they make money, the financial advisor’s succession plan and their affiliates. It concluded that Consult is affiliated with Momentum, a ‘credible and trusted’ financial services provider. Its advisors are guided by their clients’ needs, selecting relevant solutions and are not limited to certain products.
