Sarah King - Stockspot | Looking after the financial needs of your parents

Recently, my mother’s financial adviser retired. His clients were transferred to another advice firm. This meant that and my brother and I were presented with an updated Statement of Advice. Before I started doing this podcast I had no idea about what a document like this covered. For most ordinary people it’s a classic case of Too Long Did Not Read. Most people’s eyes glaze over and they sign the document based on trusting the adviser. But having a little bit of knowledge (which can be a dangerous thing), I devoured the Statement of Advice. I learnt some interesting stuff.In this episode I’m joined by Sarah King from Stockspot to discuss this process and how adult children can make sure that their parents are basically getting the best possible deal Sarah works in ADVICE AND CLIENT CARE at Stockspot. She has over 13 years experience in the financial services sector working in financial advisory, operations and administrative roles.Blog post available at: https://www.sharesforbeginners.com/blog/stockspot-sarah Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.