Diary of an adviser  

Diary of an Adviser: Malcolm Snook

Finally, I get home, have something to eat and chill out with my wife in front of the TV. 


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Today is a full day in the office, spending my time reviewing the progress of the reports and administration of the previous client meetings with both the paraplanning team and administration team.

I then speak to the investment team to instigate releasing client funds from portfolios as requested. I check the appointments and meetings for next week to ensure all preparation is completed.

I look forward to a night out with my wife and friends tonight and to a weekend of refereeing various football matches and chilling out.

Malcolm Snook is a senior financial planning manager at MPL Wealth Management

If you would like to write a week in your life as a financial  adviser, please contact:  melanie.tringham@ft.com