Portents and opportunities for 2025
Don’t become an ‘advice gap’ statistic and lose out
We’ve talked before of the dubious choice of investors trying to ‘go it alone’ and of the value of sound independent advice across all manner of financial needs.
So it is worrying that the numbers of people who sought financial advice last year dropped to only 9% apparently, a drop of 18% on the year.
Research...
Regulation is well-intended but is it pushing some advisors to the brink?
People do not necessarily consider financial services from the other side of the desk – and of course, why should they? They turn up at the office of an Independent Financial Adviser (IFA) seeking advice and answers for their specific situation.
But we thought it might be helpful to share some insights into the effects...
It’s never too late – until it is
Sadly, we all die. Some leave their financial affairs in an organised state, but most don’t and some are in an atrocious condition.
This causes awful troubles and stresses for their nearest and dearest and if the wrong sort of professional executor is engaged, it can cost an arm and a leg to resolve...