In the afternoon, I drive to York to see the clients.
We run through the cash flow live on screen and then demonstrate various ‘what if’ scenarios.
They wish to make a gift into a trust for their family and feel reassured they are able to do so without compromising their own lifestyle. It is a good meeting with lots of follow-up action points.
At home I email the client to summarise the action points, then an hour’s walk at dusk to unwind before the sun goes down on another busy week.
Louisa France is chartered financial planner at Tilney Financial Planning
If you are interesting in writing a Diary of an Adviser then contact Melanie Tringham at email@example.com