Financial Advisor

Thanks, newnanny
I do know where the money is, yes but was wondering how the advisor interacted with them. The advisor’s partner worked as the admin assistant in the office, so they should know what is happening.
It cost a lot of money to set things up and I would have to pay out again if/when I go to a new advisor. The money is some equity from my last property (I downsized) and some of the lump sum I got when I took my pension. I’m never going to add to the money, so I want to be careful. I’ll try and contact the company that has the money.

Are you saying that you do know or do not know which company your funds are invested in? If your review is overdue I would write to FA family and ask for Teams meeting for your review. If he was self employed and working alone his family might not know about his work. A very tricky situation. All I can think is to contact another FA to sort it out got you. You will need to get a new one now anyway.

Thank you Oopsadaisy3
It’s all very sad.

Sorry, far too many ‘directs’ in that post

Contact the Company and see if they will deal with you directly, we used to have an FT and he was rubbish, so although we were able to deal with the Company’s directly they still sent him our details and he still received his commission.
If the Company won’t deal directly with you then you have to contact the FTs family direct, I assume that he was Self Employed and they must either have provision for someone else to carry on the business or they will have contacted the Company you have investments in to tell them to deal with you direct.