If you’ve been following my blogs you will know that I am a strong advocate for financial planners and the importance of seeking professional advice. However, financial advice is not a ‘set and forget’ exercise. You should still retain an element of personal responsibility for your own finances and you should definitely keep your adviser accountable for their ongoing service.
Here’s a really good example of why you should meet with your adviser at least once a year…
A client (let’s call ...Continue Reading →