Advisers Not Doing Investment Reviews During Coronavirus

Published / Last Updated on 11/05/2020

We have read reports in finance industry newspapers that many financial advisers are not conducting their yearly client reviews during the coronavirus pandemic and lockdown.  They are not doing this purely because they are not able to see their clients face to face.

We assume you are still paying those advisers their fees? We assume the % adviser charge being deducted from your pension and investment account is still being made.

If your adviser is doing this and not offering as close to ‘normal’ service as possible then perhaps they should not be charging you or indeed you should be looking for another adviser?


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