What do you expect from your financial adviser?
It is very easy for us as a firm of Chartered Financial Planners to assume that we know the answer. After all we work with our clients every day. But that doesn’t excuse us for not asking the question directly to you.
So what do you expect from us?
It would be really good if you could respond to this blog and we will share the answers that you give to us with other site visitors…
What service standards do you expect?
How often do you expect to meet with your adviser?
How often should we contact you and should that be by phone, email or letter, what is your preferred method of contact?
How frequently do you think we should formally review your arrangements and report our findings to you?
How often should we send you valuation reports about you pensions and investments?
Do share your thoughts and answers with us and we will share the feedback with other site visitors.
