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Services of an IFA

MarcoM · 2013-07-12 11:52:38

Hi, Assuming one has a large sum to invest (500k plus) and is considering the services of an IFA, what should I be looking for? How many consultations should take place between customer and IFA when planning the investments? How long should a consultation last? Some time ago I phoned a couple of IFAs in my area and when…

Comments

dunstonh Posts: 120,512 Forumite

15 July 2013 at 12:10PM

I think what has happened to dunstonh is disgraceful. I wonder if his clients complained officially or claimed something if they lost some interest due to the delayed transaction.

They were too quiet and accepting to rock the boat. I tried but they didnt want the hassle.

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.

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