📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!

What to ask an IFA?

Options
2»

Comments

  • jem16
    jem16 Posts: 19,627 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    Cook_County wrote: »
    Ask:

    1. How long the company has existed.
    2. HIS specific qualifications.
    3. How long he has been with the company (you want consistency)
    4. The costs and charges
    5. Is he going to charge for the initial meeting

    Then along with the other stuff you want to discuss you can decide if you actually like him!

    Surely these are questions to ask a new IFA? Newly retired says she has a review meeting with her current IFA and wants to know what she should ask about her current investments.
This discussion has been closed.
★ ★ ★ Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 351.2K Banking & Borrowing
  • 253.2K Reduce Debt & Boost Income
  • 453.7K Spending & Discounts
  • 244.2K Work, Benefits & Business
  • 599.2K Mortgages, Homes & Bills
  • 177K Life & Family
  • 257.6K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16.2K Discuss & Feedback
  • 37.6K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.
Update Your Picture