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ICR339: How to order a hit on your financial adviser

ICR339: How to order a hit on your financial adviser

20/07/2018 Posted by Martin Bamford Podcast

ICR339: How to order a hit on your financial adviser

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.

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Useful links

–Ex-GP hired hitman on dark web to kill financial adviser after losing £300k, court hears

–Financial Ombudsman Service

–State of the Markets podcast

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About Martin Bamford

Your host for Informed Choice Radio is Martin Bamford, an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society. Martin is Director of Client Education at Informed Choice and the author of several personal finance books including The Money Tree, Brilliant Investing and How to Retire 10 Years Early.

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