Advice Fee Claims Fast Track Claim Enquiry

Just so we are clear you have told us that since you moved your Pension to a financial services provider you have had an annual review every year with your advisor.

The yearly review meetings would have likely been via telephone or face-to-face and should have gone into detail.
Topics that should have been discussed would include the following:
-

• Your current financial circumstances.

• Your attitude to risk.

• Any significant changes to your health.

Just so we are clear you have told us that since you moved your ISA to a financial services provider you have had an annual review every year with your advisor.

The yearly review meetings would have likely been via telephone or face-to-face and should have gone into detail.
Topics that should have been discussed would include the following:
-

• Your current financial circumstances.

• Your attitude to risk.

• Any significant changes to your health.

Just so we are clear you have told us that since you moved your Managed Fund to a financial services provider you have had an annual review every year with your advisor.

The yearly review meetings would have likely been via telephone or face-to-face and should have gone into detail.
Topics that should have been discussed would include the following:
-

• Your current financial circumstances.

• Your attitude to risk.

• Any significant changes to your health.