If you are looking for a financial planner to work with, you are likely to be in for a long term relationship, so it makes sense to look at more than one to increase the chances of finding a good match. So with that in...
Image by maxmann on pixabay.com We have seen several people recently who arrived with an existing portfolio on which they have been taking advice for several years. This is not uncommon, given that people with existing investments have either been managing it themselves or they have...
If you need a regular cashflow from your portfolio, it is worth considering more than just the income it produces as a way to provide it....