I was very sorry to hear that my financial advisor died a few months ago. May I say at the outset that I have every sympathy for their family. It must have been awful for them not being able to be together.
As yet I have had no ‘official’ notification of their passing and I am wondering what to do. The money I have invested is held by a company and as far as I can see, my advisor was a ‘middleman’ between them. We always had an annual review of things and this is now overdue, but other than that, I’m not sure what else the advisor’s duties involved. I’m reluctant to contact anyone, as I don’t want to cause any further distress to the family, but that said, I am worried.
Can anyone tell me whether I need a financial advisor, please or might I be able to deal with the company directly? Also, should I expect to hear anything from my advisor’s family letting me know what is happening?
TATT Sun 12-Jul-20 13:23:18
Oopsadaisy3 Sun 12-Jul-20 13:54:01
Oopsadaisy3 Sun 12-Jul-20 13:55:10
TATT Sun 12-Jul-20 21:30:24
newnanny Mon 13-Jul-20 01:08:01
TATT Mon 13-Jul-20 13:14:37