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Freedom of information requests to a IFA
Comments
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And still not answering the questions......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.3
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So do you have a pension statement?bigdec said:
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.Beddie said:
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.bigdec said:
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 meetingCus 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?
It's the sensible way to resolve this situation.0 -
Then do it online????bigdec said:
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.Beddie said:
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.bigdec said:
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 meetingCus 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?
It's the sensible way to resolve this situation.I am an Independent Financial Adviser (IFA). Any posts on here are for information and discussion purposes only and should not be seen as financial advice.1
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