Millennials Need An IFA
Today, investing is far easier than it has ever been. Anyone can register for an account on one of hundreds of online investment platforms, click a few buttons and voila! Investing! However, if you read the disclaimer on any of these platforms, it is clearly stated that between 70% and 90% of investors lose money […]
Property or The Stock Market? Which is Currently Best for An Investor?
A question when raised amongst a group of close friends discussing their respective financial planning ideas in the Pub on any Friday night, would provide a wide range of opinions, theories and personal preferences, in short, a lot of diverse thoughts further complicated by the influences of the vast amount of statistical information available, most […]
What Should Clients Look for When Choosing An Adviser?
1. Purposeful: They have a clear mission to serve clients and help them reach their goals. Great advisors want to do great work for their clients. They stake their business on doing the right thing—and know that business success will follow. 2. Inquisitive: They work hard to uncover what’s truly meaningful to their clients. Engaged […]