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 process of Brexit is a complicated business. It’s been a year since Britons voted to leave the European Union. But how has Britain’s controversial decision and its handling of the situation thus far affected other EU countries’ views of the Brussels-based Union? Has the uncertainty faced by the British Government convinced others to stay put, or do they wish to follow suit and have a Frexit, Spexit, Grexit, etc.?
Expat pension needs are one of the major reasons behind the £15.3 billion the Financial Conduct Authority (FCA) say was was taken from pensions during 2016/17.