I have only one review meeting today and the rest of the day is spent in the office completing the paperwork from yesterday’s meetings and packaging up a new case to send over to my paraplanners.
Today I am keeping up with emails, carrying out research and chasing through transfers.
Tomorrow, I have a client visiting from Denmark who wants his annual review. I do not usually work Saturdays, but we could only get together on the weekend.
Corinne Gibbons is financial planner at Quilter Financial Advisers
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