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What to ask an IFA?
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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.0
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