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If Your IFA Dies Suddenly?
Comments
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cfw1994 said:If the former…have you asked them?Just be careful how you ask."Nice business you've got - it would be dreadful shame if you were to die suddenly" sounds like a line from a cheap gangster movie.
N. Hampshire, he/him. Octopus Intelligent Go elec & Tracker gas / Vodafone BB / iD mobile. Kirk Hill Co-op member.Ofgem cap table, Ofgem cap explainer. Economy 7 cap explainer. Gas vs E7 vs peak elec heating costs, Best kettle!
2.72kWp PV facing SSW installed Jan 2012. 11 x 247w panels, 3.6kw inverter. 35 MWh generated, long-term average 2.6 Os.2 -
How old is your IFA?
No different to dealing with any sole trader. Change is constant. As life goes through cycles. If it's a concern. Deal with a more substantive organisation. Where there's not a single point of failure.0 -
This happened to us recently. The IFA was significantly younger than us but was struck down with terminal cancer. He already had an arrangement in place, as he put it in case he was run over by a number 37 bus, and his client base was moved over without incident.0
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