You can request to speak to a financial advisor for free by heading to the “Spaces” section of the financial app. Here you can click on the “Speak to a financial advisor” option where you will be directed to a form to complete. You will be asked to enter your first and last name, email address, and to state what you would like to focus on with a financial advisor. Your details will then be passed on for you to be matched with someone who meets your needs.
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Written by Tom Catnach
Updated over 2 years ago