Financial Advisors

EvenStevens

Registered User
Messages
72
Can you meet with a financial advisor to do a general reci of your finances or do you generally have to have specific issues to discuss?
 
Why not fill out the template and ask any specific questions you may have in this forum for free?
 
Meeting with a financial advisor not knowing what you wish to talk about is time consuming and probably a waste of time. If you concentrate your interests into pension, investment, taxation etc your field of narrative is shortened and perhaps you will gain more from your visit and you'll look like you know what you are talking about.
 
Any decent financial advisor should be looking at your complete financial picture before trying to sell you a specific product.
For example if an advisor started talking to me about investing or pensions without checking if I've massive debts I'd be walking away.
In my experience the up front questions they ask are similar to the money makeover template.
 
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