Freedom of information requests to a IFA

dunstonh

And still not answering the questions......

wmb194

bigdec said:

Beddie said:

bigdec said:

Cus said:

One of your previous threads, relating to your IFA and fees, resulted in you saying that you now had a lot of info to discuss with your IFA.  Did this happen?

Not yet as he wants me to do a face to face to meeting but at the moment it would be difficult for me to actually go to a meeting

You need to have that meeting, or a phone call, or a Zoom call. You choose the way you want to conduct the meeting and tell them.Then you can ask all of the questions you need to and give them a chance to answer. 

It's the sensible way to resolve this situation.

on the only occasion when I previously had a meeting with him he came to my place of work was there for about half an hour and then went off now when I've tried to arrange a meeting he won't travel to me he expects me to travel to him which unfortunately is too difficult.

So do you have a pension statement?

wjr4

bigdec said:

Beddie said:

bigdec said:

Cus said:

One of your previous threads, relating to your IFA and fees, resulted in you saying that you now had a lot of info to discuss with your IFA.  Did this happen?

Not yet as he wants me to do a face to face to meeting but at the moment it would be difficult for me to actually go to a meeting

You need to have that meeting, or a phone call, or a Zoom call. You choose the way you want to conduct the meeting and tell them.Then you can ask all of the questions you need to and give them a chance to answer. 

It's the sensible way to resolve this situation.

on the only occasion when I previously had a meeting with him he came to my place of work was there for about half an hour and then went off now when I've tried to arrange a meeting he won't travel to me he expects me to travel to him which unfortunately is too difficult.

Then do it online????