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first time investing via financial advisor

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Comments

  • browniej
    browniej Posts: 256 Forumite
    Part of the Furniture
    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.
  • browniej wrote: »
    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.
  • cloud_dog
    cloud_dog Posts: 6,357 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    Like him Im sure your going to have a peak at this post though!:D
    Your attention to detail appears as excellent as ever and obviously assists you in your job no end.

    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 :D

    Sometimes.... I am like a dog with a bone
  • cloud_dog wrote: »
    Jem, sometimes you just have to walk away.
    Wise words Mr Dog ! lol
  • cloud_dog wrote: »
    please do not hesitate to PM me. ;)

    Why... Do you need some financial advice from a qualified fee based financial planner?
  • cloud_dog
    cloud_dog Posts: 6,357 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    Why... Do you need some financial advice from a qualified fee based financial planner?
    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.

    <<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 :D

    Sometimes.... I am like a dog with a bone
  • cloud_dog wrote: »
    and there's the problem we've been experiencing throughout.

    whos we? are cloud and dog two people?

    You take things out of context

    where ?

    and
    misquote in order to...... well I haven't a clue really

    where?

    one each for you to find
  • cloud_dog
    cloud_dog Posts: 6,357 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    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.
    where ?

    and

    where?
    Well, seeing how you appear to want to learn from your mistakes........... The actual statment, in full, was:
    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:
    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 :D

    Sometimes.... I am like a dog with a bone
  • 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.
  • cloud_dog
    cloud_dog Posts: 6,357 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    really scraping the barrel now.
    No scraping required, you continue to regurgitate it by the bucket load.
    No thanks I dont need any assistance, thanks very much for your kind offer.
    Just remember that this forum is here to help, and admitting you have a problem with attention to detail is probably your first and most important step. You just stay positive, I know you can do it.
    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.
    Its difficult for me to say this without sounding condescending and because of the problem you continue to demonstrate but, as mentioned a number of times before you appear to have trouble digesting specifics or details that have been written. It's almost like you have a scotoma when reading information and appear to only be able to pick out certain aspects. Which, unfortunately then define, or constrain, your thought process.

    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 :D

    Sometimes.... I am like a dog with a bone
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