The Investment Minefield

The Investment Minefield

Dear All,

This year has seen monumental changes in the provision of Independent Financial Advice in the areas of Investment and Pension planning.

No longer will the basic company projections be sufficient when talking with clients about how their investments are doing and more importantly, how they could be expected to do.

Therefore, a more detailed and holistic approach is required. In response to this, I am now employing a state of the art software system, which allows me to provide my clients with a detailed analysis of their current investment(s) together with an explanation of what areas of financial planning they should be looking at and how best to address such issues which come up.

The other issue which is becoming more prevalent, is a conflict between an attitude to risk and what their capacity for loss is. A perfect example of this is a recent client where the attitude to risk was moderate to high but their capacity mobile casino for loss was low! In simple terms, online casino”s this meant that they wanted to take a reasonable risk with their money but didn”t want to lose any of it. The dilemma for an adviser, is how to satisfy both requirements.

The solution is to provide a thorough examination of the client”s current financial situation and their future aspirations. The client receives a detailed written analysis of where they are now and where they could be. This takes into account, using the latest holistic financial planning techniques, all the information provided. This then becomes the basis for all ongoing financial reviews.

This software is the most sophisticated available and can provide the most accurate projections, which are fully compliant with the new industry regulations.

So, if you would like to see a personal review of how your current finances look and what if any, actions you need to take, please get in touch.

Regards

Gary Minkin

Consolidated Financial Management Ltd 01727 858136
Gary@consolidatedfinancialmanagement.com