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.
The new Spanish budget came into force on 6 July. It was a long time in the making. At the end of May Spanish parliament finally approved the government’s 2018 budget following support from the Basque Nationalist Party (PNV), bringing to an end fears that the long-delayed budget would ever receive the required level of support, particularly in light of the delicate situation in Catalonia.