EIGHT MONTHS! Sorry to hear this. Not good. Suggest you find another advisor. Realistically, it should take about a week to do the basic gathering of information, and then perhaps three weeks to obtain up to date information on your holdings (yes, it really can take that long for providers to respond to questions), and then a week to do the analysis. maximum of 5 weeks. 6 if things are a bit more complicated.
So sack your advisor and find a proper CFP qualified advisor - Certified Financial Planner (try phoning the Institute of Financial Planning on 0117
945 2470 or look on website
Good luck
Peter Taylor FIFP, CFP.
email snipped-for-privacy@fponline.co.uk if you need any more info.
Orig Don't know if this is the right place to ask but here goes...
How long should an IFA take to do a complete financial review of my finances, given that I have a pretty straight forward sort of life? Any ideas? Is eight months reasonable?
TIA