Clients

Image by Stevepb at pixabay.com Apart from the fundamental changes which have affected the financial advice sector in the last decade or so, it is sometimes easy to forget that there has also been much change in the field of financial products. Some of this will undoubtedly...

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...