Have you previously spoken to an Independent Financial Adviser (IFA) about your finances and your future plans? If so, you were one of only around 6% of UK adults* who did so in a typical year.
If you wouldn’t consider this, can you say why not?
If you did, I’m curious about what you thought of the experience? Did the effort required to go through your current situation, and your tolerance for risk, turn into something useful? Did you feel they really listened to YOU, or did you feel they were going through a programme to sell you stuff?
Are you still using them?
I’m particularly interested to know what it was that happened in your life to make you choose to seek this professional advice. We all have financial questions and needs but since so few of us turn to IFAs, we put the pressure on ourselves.
Do you have any advice or stories to share?
*figures from Financial Advice Market Review – Baseline Report - FCA 2017