• Home
  • Investment
    • Multi-asset
    • DFM & Model portfolios
    • Platforms
    • Ratings, Research & Risk
    • Tax-efficient investing
    • Markets
    • Companies
  • Retirement
    • Pensions
    • Income
    • Investment
    • Regulation
    • Estate planning
    • Equity release
  • Your profession
    • Adviser tips
    • Business models
    • Companies
    • People
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
  • Events
  • Whitepapers
  • Industry blogs
  • Newsletters
  • Multi-Asset Review
  • ESG
  • Sign in
  •  
      • Newsletters
      • Account details
      • Contact support
      • Sign out
     
     
    •  

      Personalise your on site experience

      Download and use the apps

      Access your subscription from outside of the office

      Get relevant news and insight straight to your inbox

      Sign in
     
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
    • YouTube
  • Register
  • Events
    • Upcoming events
      event logo
      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 10 Mar 2021
      • ONLINE, ONLINE
      event logo
      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
      • ONLINE, ONLINE
      event logo
      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
      • ONLINE, ONLINE
      event logo
      Professional Adviser ESG Masterclass 2021

      Professional Adviser is excited to launch the new ESG Masterclass, taking place live online from 28th - 29th April 2021. Delegates attending this event will benefit from thought-provoking presentations, informative Q&A sessions and structured CPD hours.

      • Date: 28 Apr 2021
      • Live Online, Live Online
      View all events
      Follow our events

      Sign up to receive email alerts about our events

      Sign up

  • Whitepapers
    • Find whitepapers
      Search by title or subject area
      View all whitepapers
  • Industry blogs
  • Multi-Asset Review
  • ESG
Professional Adviser
Professional Adviser
  • Home
  • Investment
  • Retirement
  • Your profession
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
 
    • Newsletters
    • Account details
    • Contact support
    • Sign out
 
 
  •  

    Personalise your on site experience

    Download and use the apps

    Access your subscription from outside of the office

    Get relevant news and insight straight to your inbox

    Sign in
 
  • Trending now
  • Sunak freezes LTA
  • Preparing for ESG changes
  • SJP plans 200 job cuts
  • Your profession

'Who the **** is this?': Adviser left stunned after receiving texts from client and girlfriend

'How do you know Nigel?'

The adviser, who preferred not to be named, told Professional Adviser she first received a text from her client at 12:45am Sunday morning.
The adviser, who preferred not to be named, told Professional Adviser she first received a text from her client at 12:45am Sunday morning.
  • Sophie King
  • Sophie King
  • 04 November 2020
  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  
0 Comments

A female IFA was left shocked after waking up to Whatsapp messages from a client and his girlfriend over the weekend.

The adviser, who preferred not to be named, told Professional Adviser she first received a text from her client in the early hours of Sunday morning at 12.45am asking: "Who the f*ck is this."

About ten minutes later, at almost 1am, the adviser then received a message from an unknown number, presumed to be the client's girlfriend, which demanded: "Can you tell me how you know Nigel."

Related articles

  • Jersey will not be 'back door' for Woodford relaunch - reports
  • Three things your client may call you about this week ...
  • Nucleus encourages shareholders to vote for James Hay deal on 30 March
  • Watch the 2021 PA Awards online on 11 March

It was not until the following morning the adviser read these messages and replied to both, explaining that she had advised Nigel the week before, helping him with a Junior ISA query he had. The girlfriend replied: "Sorry never mind" but Nigel appeared to ignore the message. 

Of course, the IFA laughed this off but told Professional Adviser it did leave her questioning whether a male counterpart would receive the same sort of message and whether this was something she would have to put up with as a female adviser. 

That said, she did not want this to be another complaint on a woman's experiences within financial services. "I don't really like the idea of everything being a negative, about my sex.

"I don't want to be tarnished as a young female that always has an issue about gender. I don't want it to be just what I'm known as. Gender [issues] shouldn't be a part of this profession, but it is still obviously about that." 

  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  
  • Topics
  • Your profession
  • diversity
  • IFA

More on Your profession

The Nucleus Court Meeting and Nucleus General meeting are scheduled to be held at the platform’s head office in Edinburgh at 10am and 10:15am.
Nucleus encourages shareholders to vote for James Hay deal on 30 March

Vote on £145m deal

  • Your profession
  • 05 March 2021
PA's 2020 Adviser firm of the year - UK was Berry & Oak.
Watch the 2021 PA Awards online on 11 March

Save the date

  • Your profession
  • 05 March 2021
Kirsty Anderson: "Remember market crashes can and do happen, and investment returns almost certainly won't mirror those that have been modelled. Stress testing is one of the most effective ways of helping the client understand this."
Kirsty Anderson: Stress testing the cashflow model

When was the last time you reviewed your processes?

  • Your profession
  • 05 March 2021
Chris Budd: Considering afterlife and client objectives

What life memory would you choose?

  • Your profession
  • 05 March 2021
Meet the PA Awards tax-efficient adviser of the year finalist: WIS Mortgages

Five-minute video

  • Your profession
  • 04 March 2021

More news

Jersey will not be 'back door' for Woodford relaunch - reports
  • Investment
Jersey will not be 'back door' for Woodford relaunch - reports

Regulator issues firm warning

  • 08 March 2021
Three things your client may call you about this week ...
  • Retirement
Three things your client may call you about this week ...

£1bn IHT 'raid'

  • 08 March 2021
Nucleus encourages shareholders to vote for James Hay deal on 30 March
  • Your profession
Nucleus encourages shareholders to vote for James Hay deal on 30 March

Vote on £145m deal

  • 05 March 2021
Watch the 2021 PA Awards online on 11 March
  • Your profession
Watch the 2021 PA Awards online on 11 March

Save the date

  • 05 March 2021
Leigh Day takes first formal step against Link on behalf of Woodford investors
  • Investment
Leigh Day takes first formal step against Link on behalf of Woodford investors

Alleges Link "mismanaged" WEIF

  • 05 March 2021
blog comments powered by Disqus
Back to Top

Most read

Spring Budget 2021: Sunak freezes lifetime allowance
Spring Budget 2021: Sunak freezes lifetime allowance
Spring Budget 2021: DWP to backdate £3bn in state pension underpayments to women
Spring Budget 2021: DWP to backdate £3bn in state pension underpayments to women
Spring Budget 2021: Live blog for financial advisers
Spring Budget 2021: Live blog for financial advisers
Kay Ingram: Sunak's LTA freeze creates 'bizarre disincentive'
Kay Ingram: Sunak's LTA freeze creates 'bizarre disincentive'
10 key takeaways from the Budget
10 key takeaways from the Budget
  • About Us
  • Contact Us
  • Marketing solutions
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters
  • YouTube

Incisive Footer Logo

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading