Getting paperwork from 'ex' financial advisor?

[megaphone]

The IFA we used for many years has retired. Since then the IFA company has changed hands twice, I've recently had contact with the new advisor who I did not like.

We need to make some decisions about some family financial matters, but the current IFA company are being awkward, will not release original documents relating to a trust fund etc. Are these documents 'our property'? Should they release all relevant paperwork they have if we ask?

I get the impression they are still down as an advisor with the investment fund companies we used, can we change that status?

[megaphone]

Thanks for that. Sounds like we need to write a letter to them, it's all been verbal so far, they're obviously keen to keep us onboard, hence they're putting up barriers. I'll let you know how we get on.