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Prepare questions for a financial adviser
You're paying for advice and don't want a blank mind in the room. Get a sharp question list and documents to take.
The prompt · ChatGPT
Help me prepare questions for a financial adviser. Why I'm going: [mortgage, pension, investment, protection, other] What I already have: [rough] What a good outcome looks like for me: [goals] Fees I've been told about: [if any] Ask me up to 3 short questions first if anything important is missing. Wait for my answers. Then: 1. Fifteen sharp questions grouped by topic. 2. Documents to take. 3. How to ask about fees and conflicts of interest. 4. Red flags that mean I should pause, including checking the firm and individual on the FCA Firm Checker (fca.org.uk/consumers/fca-firm-checker) before the meeting. 5. A short notes template for during the meeting. Only use what I've told you, leave blanks for anything I haven't given, and don't invent facts, figures or products. This is help organising my own numbers and wording, not financial advice; point me to MoneyHelper, GOV.UK or Citizens Advice for guidance, and to a free regulated debt adviser if I'm struggling to pay. UK English. Stay in this ChatGPT chat. Do not turn on apps or connectors, and do not use memory from another chat.
A short example
Fill the blanks, then paste. mortgage, pension, investment, protection, other: a short note you already have. rough: a short note you already have. Leave the rest of the prompt as written.
This does not give tax advice. The books stay in the accounting system.
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