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Original poster

Financial Advisor not replying to me what to do?

5 replies

namechangedbutneedadvice · 18/02/2019 15:13

Please help me I'm way out of my depth in dealing with this sort of stuff.

Financial advisor: he came well recommended from a good friend who'd used him who got him on recommendation etc... I'm looking for advice about mortgage, pensions and investments.

He contacted me within a few days then called me at an agreed time. We spoke for maybe 40 minutes, I was impressed as he seemed to really get my situation. It took him weeks to email me as he'd promised and he apologised saying it was a crazy busy time. I replied to his email with some questions and that was 3 weeks ago and he still hasn't replied despite chasers.

What should I do? My friend made a comment that you need to keep financial advisors 'on side' but I don't really understand why... any help much appreciated!

OP posts:
Sunseed · 18/02/2019 15:41

It is mad busy but it sounds like you're just not that high up his priority list. He may have more pressing matters to deal with from existing clients, and might just not be that fussed on cultivating new ones.

If you've been chasing too though then that's just rude if he's ignoring you.

There are other advisers available!

Isleepinahedgefund · 18/02/2019 16:02

That would drive me mad. Find another one!

Kazzyhoward · 18/02/2019 17:26

He's probably busy with existing clients as it's a very busy time of year, so getting new clients may not be a priority (as they take up a lot more time). Of course, he'd have been better saying "no" when you first contacted him, but some people don't like hearing "no" especially if it's a recommendation. Good people are generally very busy. It's up to you whether it's worth it to you to pester him for a reply or whether you want to move on to someone else, but unless you've a recommendation for another, it's a lottery who to chose, and most others will also be busy at this time of year.

ajandjjmum · 18/02/2019 17:28

I would take it that he's not particularly interested in your business.

Original poster
namechangedbutneedadvice · 18/02/2019 19:04

Thanks all, I've said I'll find someone else. ... interesting that they're all busy this time of year makes sense of course. Maybe I'll have better luck April onwards xx

OP posts:
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