Things clients say #6

This client had been coming to me for ten years. She was an elderly lady in her 80s who had been a teacher. Her husband, who had also been a teacher, passed away before I began advising her.  The pair had been childless and so had accumulated a good sum in savings. My client and I had become good friends. She had £250,000 invested in ten or more ISAs. It had been invested this way for years but,as she got older, she began to find the related paperwork confusing. Little did I know that paperwork she would shortly receive from a provider would be so confusing that she would conclu...