Choosing an adviser How to choose an adviser

Page | 1 Chartered Financial Planners How to Choose an Adviser: A Checklist for prospective clients IMPORTANT: The level and bases of taxation are based on current legislation (tax year 2020) and may change in the future. If you are in any doubt about the suitability of these conclusions, we recommend that you consult with a suitably qualified tax adviser to confirm these assumptions. The Central Bank of Ireland does not regulate tax advice. This document has been prepared for information and educational purposes only and should not be relied upon by any individual without seeking specific guidance on the suitability of any course of action for their unique circumstances.