While I fully agree with getting as much information as possible, please do remember during the entire conversation that this person is not really an "advisor" but more a sales person for the bank.I have made an appt with the advisor at the bank....
For a long time people have requested feedback on financial advisors on AAM... and the feedback is usually pretty slow or non existant. (I assume many of the posters have simply not used a FA so can't speak from experience)but who is THE BEST type of person to talk to...an accountant...an authourised investment adviser, a section 10 investment company etc etc???
You do realise that a bank’s adviser is not independent, is working in the bank’s and not in your best interests and will only recommend tied products?I have made an appt with the advisor at the bank.
I agree. I told the IFSRA two years ago that their list of advisers was worse than useless, in the sense that you cannot judge from it what skills and abilities the advisers have, only the types of products they can sell. They never got back to me.I have checked out the IFRSA website but nobody leaps out at me
I have made an appt with the advisor at the bank....
Based on my own experiences and narrow escapes with a few of these advisors over the years, I would go so far as to suggest you cancel the appointment and have nothing further to do with him/her.
They are there to sell you product, and they are good at it. That's all you need to know.
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