Needs to get full picture of your circumstances and needs. Will ask you a lot of questions. Will probably need a separate appointment to do this. Then does research and prepares a written plan for you to take away and consider. Will explain and discuss with client.
Service includes check-up on how plan is going if client wants that.
Membership of FPA, Stockbrokers professional body, Securities Institute to keep up to date, build professionalism. If the answer is no, do not deal with this person. Subscribes to research services and journals. To compare, you may need to tell each adviser roughly how much you have to invest. Explain that you want a rough idea of the total cost to you including fees and commissions if you decide to invest the amount.