Independant Financial Advisors...


A

AP

Don't know if this is the right place to ask but here goes...

How long should an IFA take to do a complete financial review of my
finances, given that I have a pretty straight forward sort of life? Any
ideas? Is eight months reasonable?

TIA
 
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M

Matt Robertson

AP said:
Don't know if this is the right place to ask but here goes...

How long should an IFA take to do a complete financial review of my
finances, given that I have a pretty straight forward sort of life? Any
ideas? Is eight months reasonable?

TIA
Eight months doesn't seem reasonaable, but if the IFA is, for example,
trying to obtain detials of old pension schemes that you may be a member of,
the IFA's service time is determined by the pension scheme administrators
providing the necessary information. That said, eights months is an
exceptionally long time.......

Regards,

Matt.
 
P

Peter

Thanks for the reply.

I think it's too long as well which is why I was asking. It took him six
months just to discover the administrator of one of my pensions had changed.
Problem is now, can I do anything about it?
 
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Matt Robertson

Peter said:
Thanks for the reply.

I think it's too long as well which is why I was asking. It took him six
months just to discover the administrator of one of my pensions had changed.
Problem is now, can I do anything about it?
Do you need to do anything about it - did you pay a fee? If not, and if
you're sure the service is shoddy, you could bin him off and go
elsewhere.....

If you've committed to paying a fee and work needs doing sooner rather than
later, you need to put a rocket under his arse.
 

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