Were you there???

[Anonymous]

The other day I stumbled across the feedback forms that Mumstown members who attended a talk I gave about personal financial planning in the D Hotel were kind enough to fill out at the end of the talk. Lots of kind feedback but the main thing that struck me was, 14 of the people who handed in the forms all realised that they were in need of having a review and would be in touch. 2 years and 4 months later, not one of them has

Bearing in mind that 4 out of 5 people I review are paying too much for some things ang get to make great savings, as well as the people that didn’t have what they thought they had, that’s a lot of missed savings.

So if anyone wants to do the clever thing and take a few minutes to look at what they’ve been putting off for too long, you know how to get me! Dave.

[Fabienne]

For people who you actually did a review do you contact them yearly to have a check-up again or is it up to them?

Fabienne

[Financial Companion]

PM’d you Fabienne 😉

Normally a quick call each year will confirm if any circumstances have changed and if anything needs looking at. Otherwise, people can contact me if they feel something needs looking at or explained.

Dave.

[Fabienne]

Thanks

[Author]

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