Jul 20, 2018
In this episode I'm talking about resolving problems with your financial adviser or financial planner.
My inspiration for this episode came from two places.
Firstly, a Sky News article with the title Ex-GP hired hitman on dark web to kill financial adviser after losing £300k, court hears.
Secondly, our annual regulatory fee invoice arrived this week. So I'm thinking a lot about not only the cost of financial services regulation, but also the different mechanisms for resolving problems and making sure you're not out of pocket if you have problems with your financial adviser or financial planner.
In this episode I share five steps you can take to prevent and resolve issues with your financial adviser or financial planner.