A track record in helping clients reach their financial goals is the top priority for consumers seeking a financial adviser, according to deVere Group.
The advisory group questioned nearly 500 of its current and potential clients on their priorities when selecting an adviser.
Some 38 per cent said a track record was important while 32 per cent cited a comprehensive understanding of financial matters.
Some 19 per cent favoured a hands-on approach and 11 per cent said other factors such as cost transparency and personal rapport.
Most clients said they obtained this information via personal recommendations from friends and family.
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Nigel Green, founder of deVere Group said: "The poll concludes that the number one thing that people are looking for in a financial adviser is someone who has, over time, consistently proven themselves to be able to devise a workable, holistic financial plan that allow clients to achieve their long-term objectives."
He also highlighted that clients were seeking an ongoing service and regular reviews. Many clients said they would be unimpressed if an adviser failed to return their calls promptly.
Mr Green said: "Clients are increasingly demanding a more hands-on approach from their financial advisers. They require more regular reviews of their Financial Planning to ensure they are still on-track to hit their goals and to see if there are more efficient ways to get where they want to go."

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