Do I really need a financial adviser? Do I really need a financial adviser? by Caroline Bell This is a question that most people ask themselves before working with a financial adviser, so let’s go through the reasons or thoughts that many people have before working with a financial adviser. Trying to do it themselves Many clients give it a really good go, trying to figure it out on their own using a combination of Google, books or magazines and with so many different sources of information and opinion, it often turns into information overload – and nothing happens. And […]Read More
Combining the personal touch with technology Combining the personal touch with technology by Caroline Bell Without question, the cost of financial advice is rising – that is something that is fully acknowledged and many are working on solutions around the world to overcome this. But after reading a few articles and posts over the past few weeks, we need to expand our thinking. What is financial advice? Firstly – let us all remember that financial advice is not investment advice. Investment advice is just one component of what financial advice should be -which is assessing how a client can make […]Read More
What happens when your portfolio fluctuates and how should you react? Dealing with fluctuations in your portfolio Investing in shares can be a big step for new investors, especially when it comes to fluctuations in the value of your portfolio. Watching your portfolio go down in value can make investors nervous, anxious and even doubt if they have done the right thing. This can lead to investors making decisions based on emotions or reacting to what might be happening right now – rather than making logical and rational decisions based on their personal goals. Studies show time and time again […]Read More
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