PurpleSong
New Member
- Jurisdiction
- United Kingdom
After my father passed away (2014), I put my inheritance in the hands of an independant financial advisor in 2015.
I have requested I have everything back, with it being paid into my bank account. Yesterday the advisor informs me that it would go against their advice for me to take everything. Should I insist on doing this, they would terminate our client agreement and I would have to contact the various companies that have my money.
Their Terms of business say nothing about the client having to get the money back. I have paid my fees and even agreed to an additional charge for them to check if I would have to pay tax and to get it all sorted for me.
I kept repeating to the advisor that it is my money and therefore I want it back and they are contracted to handle my money.
Where do I stand with this?
Grateful for any help.
I have requested I have everything back, with it being paid into my bank account. Yesterday the advisor informs me that it would go against their advice for me to take everything. Should I insist on doing this, they would terminate our client agreement and I would have to contact the various companies that have my money.
Their Terms of business say nothing about the client having to get the money back. I have paid my fees and even agreed to an additional charge for them to check if I would have to pay tax and to get it all sorted for me.
I kept repeating to the advisor that it is my money and therefore I want it back and they are contracted to handle my money.
Where do I stand with this?
Grateful for any help.