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first time investing via financial advisor
Comments
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feesarefare wrote: »Dont you have one already ?
Yes I do.
However I posted a few weeks back as I was interested in taking some Additional Pension but was advised that perhaps a pension or possibly S&S ISA might be best.
I'd like to consult an IFA to see what is best for me, be it Additional pension, S&S ISA or whatever else for that matter.0 -
Yes I do.However I posted a few weeks back as I was interested in taking some Additional Pension but was advised that perhaps a pension or possibly S&S ISA might be best.
So I see...an interesting thread.I'd like to consult an IFA to see what is best for me, be it Additional pension, S&S ISA or whatever else for that matter
If you do consult an IFA you would need to do it on a fee basis, as the type of advice you require could well involve a solution that doesnt pay commission or enough to justify the work involved.0 -
feesarefare wrote: »Like him Im sure your going to have a peak at this post though!:D
Just to spell it out, jem was ending her posting on this thread. Hope this helps and if you feel you need any further assistance please do not hesitate to PM me.Personal Responsibility - Sad but True
Sometimes.... I am like a dog with a bone0 -
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feesarefare wrote: »Why... Do you need some financial advice from a qualified fee based financial planner?
You take things out of context and misquote in order to...... well I haven't a clue really.
But, I'm sure your clients are all very happy to have an adviser who pays attention to detail and responds to written information by absorbing its context and responding appropriately.
<<I thought about how to respond..... I was just going to say 'Yes, do you know one?' but thought that to be churlish.>>Personal Responsibility - Sad but True
Sometimes.... I am like a dog with a bone0 -
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cloud_dog wrote:and there's the problem we've been experiencing throughout.
You take things out of context and misquote in order to...... well I haven't a clue really.
But, I'm sure your clients are all very happy to have an adviser who pays attention to detail and responds to written information by absorbing its context and responding appropriately.feesarefare wrote: »where ?
and
where?cloud_dog wrote:Just to spell it out, jem was ending her posting on this thread. Hope this helps and if you feel you need any further assistance please do not hesitate to PM me.
What you mis-quoted was:feesarefare wrote: »please do not hesitate to PM me.
Why... Do you need some financial advice from a qualified fee based financial planner?
Again, if you need some assistance to aid your attention to detail please let me know. I'm hoping that if you can improve your own attention to detail then this will, in turn, help your clientsto recieve a more appropriate service.Personal Responsibility - Sad but True
Sometimes.... I am like a dog with a bone0 -
Again, if you need some assistance to aid your attention to detail please let me know. I'm hoping that if you can improve your own attention to detail then this will, in turn, help your clientsto recieve a more appropriate service
really scraping the barrel now.
No thanks I dont need any assistance, thanks very much for your kind offer.
Just out of interest, which part of the services that I currently offer my clients do you feel are inappropriate? Look forward to hearing from you.0 -
feesarefare wrote: »really scraping the barrel now.feesarefare wrote: »No thanks I dont need any assistance, thanks very much for your kind offer.feesarefare wrote: »Just out of interest, which part of the services that I currently offer my clients do you feel are inappropriate? Look forward to hearing from you.
I think if you were to try to overcome this the service your clients receive would be significantly enhanced. But hey, how would they know they are receiving a good or bad service? And........ kaboooom, we're back to square one.
Please do come back, I'm more than willing and happy to continue our counselling sessions.Personal Responsibility - Sad but True
Sometimes.... I am like a dog with a bone0
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