Diary of an adviser  

Diary of an adviser: Peter Savage

After lunch I meet a client to present my recommendations for some investment planning. This is a longstanding client and we end up discussing my recommendations for half the meeting and spend the rest of the time talking about family, holidays and plans for the weekend. I pass the completed paperwork to my paraplanner/administrator.

At 5pm I head home. It has been an enjoyable week but now it is time to focus on my family for two days and unwind. 

Peter Savage is a chartered financial planner at Fairstone Financial Management (NI)

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