A long standing client from Warrington rang me as I was on the way to Prestbury Golf Club this morning to ask if I could help him with an investment that he had taken out 5 years ago.
He explained that he had been sold an investment which had performed very badly and he wanted to know if there was anything that he could do. I explained that this was not something that I could help him with but I would put him in touch with an IFA who would happily look into it for him.
I spoke to one of my IFA contacts and he spoke to my client straightaway. I spoke to my client when I’d finished playing and he was very pleased with the introduction that I had made.
I’m not sure if they will get anywhere with the claim for mis-selling, but I’ve got another happy client and an IFA who is grateful for the introduction. I was also pleased because I managed to shoot a 76, which is my best round of the year. So far!