New meeting with financial planner
I went to see our accountant again today to discuss our end of year accounts. What was interesting was that as I had arrived early, I waited in reception and found out that the accounting firm have just opened a new service of financial planning.
I discussed briefly the type of investments we have been looking at, and it turns out that he has (personally) already bought property abroad in Romania and also invests in the stock exchange including spread betting which I am interested in. The firms outlook on wealth creation and management is much more fluid than the last advisor we saw, and he can help us build a plan based upon our own goals rather than specific products he is trying to sell us.
He knows our situation very well from looking after our accounts for many years and so was able to offer some very good advice.
We have book a meeting on the 2oth May to see him and his partner to discuss our financial plan in much more detail.
Perhaps at last we have found someone who can help us. We shall see on the 20th; I’ll write here to let you know.
