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
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