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Investment manager meetup
bobbydavro
Posts: 74 Forumite
Hi there,
I am going to meet with my investment manager later on this week, just wondering what kind of questions I should be asking him.
I came into the money as it was inheritance and decided to keep it with the investment manager in the portfolio. I have little understanding of the investments despite having worked in admin in a stockbrokers.
I am aware that the money is in a fairly low risk fund portfolio however it does appear it has done very well this year.
Any advice
Greatly appreciated!
Best wishes
I am going to meet with my investment manager later on this week, just wondering what kind of questions I should be asking him.
I came into the money as it was inheritance and decided to keep it with the investment manager in the portfolio. I have little understanding of the investments despite having worked in admin in a stockbrokers.
I am aware that the money is in a fairly low risk fund portfolio however it does appear it has done very well this year.
Any advice
Greatly appreciated!
Best wishes
0
Comments
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I am going to meet with my investment manager later on this week, just wondering what kind of questions I should be asking him.
What type of investment manager? A fund manager from a fund house? A discretionary investment manager? An IFA, a tied agent?I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.0 -
Hi,
the fund house is Premier.
the fund is Premier Growth Plus Portfolio
Premier Private Client Portfolio
I guess I assume its an investment manager but not really sure??0
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