Wednesday, May 09, 2007

Diary of Swindon Financial Adviser

What does a financial adviser do during the course of a day?

Presentations & meetings with product providers and other financial advisers in Wootton Bassett (near Swindon).
Some are interesting, others...less so (meetings & financial advisers)


Chase up tardy mortgage lenders & insurance companies. The culprits? Royal Bank of Scotland & Norwich Union.
Sort out details of client's pension & annuity
Reply to client emails.
Speak to the lovely L2, mortgage guru in Leicester.

7pm meet a client to discuss pensions in North Swindon

8pm plus: possibly catch a bit of Chelsea vs Man Utd

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