Hi - what service would I ask an IFA for?
60 year old looking for IFA input into retirement planning scenarios but not sure what I should be asking for or what services are currently offered? .. Ideally looking for a fixed fee type service to look at cashflow forecasting with an estimated pension pot of x and some other assets of y, and z that would need to be structured into tax efficient products. Do these services exist ?
u/Honey808 — 11 days ago