Are You Financially Managed?

No, I have not seen him / her since I signed my policy docs ! Yes, they make the effort to show face and keeping in contact

I don't really know what's going on with my own money...I just know money goes off every month. Yes, I get regular feedback and I'm well informed !

No, I just get voicemail most of the time and its a struggle to get quality feedback ! Yes, I can reach my advisor easily most of the time.

No...I kind of feel a bit left out in the dark most of the time...can't really put my finger on it. Yes, I feel I'm in very capable hands. I have regular contact.

No, my advisor can not really offer much variety and is limited with regards to product range and/or advice. Yes, my advisor is a proper certified independent advisor.

No, send the bloke packing ! Yes, probably do it all over again

No, I made an informed decision based on a detailed analysis and recommendation. Yes...the guy made me feel very guilty and I kind of felt pushed into a corner to be honest.... !

I'm actually not really sure....? Yes, my advisor is qualified to give advice.

No, judging by his Nokia 2110 brick and mono screen laptop....probably not ! Yes, he's got a website, blog and is easily found on Google.

Thumbs up, the man dresses like a Swiss Private Banker ! Well, the jeans and golf shirt is sort of ok...it is...isn't it?