How to thank my IFA?

alarmed

Ok a little off topic,bit different maybe and off track maybe but a subject worth visiting in view of how much money saved over the years and time invested by my IFA..

A great man and forever on hand to offer advice ..so how do I best thank him for his efforts?We've not exactly been the easiest of clients too!:beer:
"The road ahead is long but we're in good hands"

A bit of fun on this part of the forum maybe but ...any suggestions?

Cheers!

opinions4u

Say "thanks" and refer your mates to him when they need help.

Weird_Nev

Don't you pay him for his services?

Annisele

As opinions4u says, refer your friends.

Write him a thank you letter, and copy it to his head office (if he's not a one-man band). Don't be surprised if the head office copy ends up with the complaints department because nobody else can work out what to do with it...

DigForVictory

Referrals are always welcome.
For a personal thankyou, definitely a letter copied to his bosses & perhaps (if you discuss such levities) a bottle of something? If he's in a firm, there may be a 'gifts over £25' issue (include the receipt in an envelope), but you can still get a really lovely whiskey?
Says she with a professional pal now known as David of Jura...

Let_Us_See

Weird_Nev wrote: »

Don't you pay him for his services?

Even if they did you have missed the point.

[Deleted User]

Promise not to hit him with a spurious mis-selling claim in the future.

ACG

If he has an office, a thank your card is always good - it can go in the office and potential new clients will see it.

Ive had a crate of beer before now - that went down quite well.

witchy1066

if he has an office and other staff a tin of Celebrations (other brands of chocolates are available) is a nice way to thank them all,

if he is a one man band ,same thing but for his him and family (presuming he is a family man)

if none of the above , and you know he likes a drink , wine , whiskey, or beer is always gratefully received

my broker has been fantastic , we are not quite there yet but regardless of what happens we intend to buy her a "spa day" for a local spa that I know she visits because it was them who recommended her, and the staff at the spa will get a tin of chocs to pass round if/when we get the keys

amnblog

refer, refer, refer

poormaria

Nothing better than referrals!

Although a nice card to go in the office and a bottle of prosecco are always welcome!