Archive for Month: March

Humans and Investing

When it comes to investing, customers are not always as rational as they think they are and often reduce their returns by poor investment behaviour. Market volatility may exacerbate these issues and lead investors to suffer far worse outcomes than they should. Financial advisers have an important and valuable...

Read More

Many ways that financial advisers add value

There is little doubt that financial advisers add real value to clients – clear goals, peace of mind, financial security and confidence in the future.     With the growing transparency of fees (platforms, portfolios and advice) the need to show this value is growing. The FCA has expressed more than a...

Read More