08-07-2021, 11:49 PM
Well yeah, my bank provides a free FA for customers. I did go to see her a couple of times when I was younger and didn't know much about these things. It was good for what it was: a free service to help you get started in investing etc. Surprisingly enough, it was mostly focused on using their own mutual funds. Overall a great thing for a beginner to have access to but of very little use to people like us.
In the future I never plan on seeing a FA when it comes to choosing investments etc. But I can definitely see myself using one to plan out the legal side of things: tax stuff, inheritance, etc. (not sure if all this legal mumbo jumbo falls under the scope of a FA on your side of the pond, but here it often does)
In the future I never plan on seeing a FA when it comes to choosing investments etc. But I can definitely see myself using one to plan out the legal side of things: tax stuff, inheritance, etc. (not sure if all this legal mumbo jumbo falls under the scope of a FA on your side of the pond, but here it often does)