How do I handle objections in a financial consultation?

Quick answer

How do I handle objections in a financial consultation?

Most objections are about trust, cost transparency and control. Lead with fee clarity, verifiable credentials, references, and a low-commitment next step (cashflow review).

Top 4 objections + responses

1. "Too expensive" - show ongoing fee vs DIY cost, frame LTV 2. "Can I trust you" - FCA reference, PI cover, Chartered status 3. "Let me think" - book a specific follow-up, send case study 4. "I already have an adviser" - offer second opinion / no-obligation cashflow review

Close

Always end with a dated, committed next step.

Reviewed by Platinum Prospects Editorial. Last updated April 2026.