In case you missed it.
This week I mentioned 4 key factors that either make an adviser ‘worth it’ or not.
Here’s the next set.
And surprisingly, they are all about YOU.
Another great question from a reader.
Let’s be honest, it’s what we’re all thinking.
It’s one of THE most important questions when it comes to financial advice.
So is hiring an adviser worth it?
My answer might surprise you.
Investors generally want two things from their adviser.
To maximise returns.
And achieve their life’s ambitions.
But most clients also want something else.
Something just as important.
And it directly impacts returns…
The second leading cause of divorce is…
Whether it’s asymmetric earnings or excessive spending habits…
Money problems are marriage killers.
What can be done to sort this out before it’s too late?
It’s no secret.
There is a huge trust deficit in my profession.
And with good reason.
Historically, ‘financial genocide’ against expatriates had been commonplace…
This baggage results in a question I hear time and time again.
“Can I trust my financial adviser”?
£10 million is a lot of money.
For most, it seems impossible to accrue.
But it can be done…
With discipline and a plan of action.
Many investors yearn for face-to-face advice.
Personalised service from someone they can ‘trust’.
Evolution makes us this way.
But it also makes us bad investors.
Here’s why face-to-face advice may be the most expensive mistake you ever make…
My grandmother trusted a stockbroker in a pin-striped suit.
My parents, a ‘charismatic IFA’ who’d visit their house or meet my father at his office or golf club.
Neither of these methods worked.
Overseas; financial train wrecks, car crashes and minefields abound.
In the jungle of banks, brokerages, insurance companies and advisers – is there anyone out there you can trust to care about YOU?