So, when was the last time you talked to your financial adviser about what you should (or shouldn’t) be doing? Reviews should take place three or four times a year, and you should be able to reach your adviser easily by phone or email for updates or catch-ups at other times. There are many advisers who are determined and solicitous while they are trying to get your business, but few who remember they are meant to be meeting you regularly and providing ongoing advice and service.
Even when there aren’t any changes needed in your financial planning, making sure a client has peace of mind is a very important part of our job. A good advisory relationship should be based on trust and professionalism, so if you don’t feel properly taken care of – or don’t believe your IFA has your best interests at heart – you should look for someone who does.
Here at Blacktower, we want you to achieve your financial aspirations. Get in touch today.
This communication is for informational purposes only and is not intended to constitute, and should not be construed as, investment advice, investment recommendations or investment research. You should seek advice from a professional adviser before embarking on any financial planning activity. Whilst every effort has been made to ensure the information contained in this communication is correct, we are not responsible for any errors or omissions.
The start of a new decade, and with it the beginning of a new era for Britain and its citizens in the form of Brexit, represents the perfect time to review your wealth management plans. From taking a look at the suitability of your asset allocation and your pension savings to reviewing your tax and estate planning, now is an especially pertinent time to develop a clear path into the future.
How / why did you get into your line of work in the financial services sector?