Popular Articles

How to evaluate the professionalism of a consultant
Today, more and more people turn to financial consultants for help in managing their assets, investment planning and tax planning. However, the choice of a specialist often raises doubts: how not to make a mistake and find a really competent professional? Why is it important to test experience and...

Pension savings: the role of the consultant
Pension planning is becoming more and more relevant in the conditions of growing life expectancy and an unstable economic situation. Without a clear strategy, a person risks facing an insufficient income at the finish stage of his career. It is here that a financial consultant, a specialist who can...

First meeting with a financial advisor
Your financial well -being begins with the first step - acquaintance with a professional that will help plan the future. The first meeting sets the tone for all further cooperation and allows you to understand how comfortable you work together. 1. Why is it important to choose the right consultant...

Investment risks and the role of the consultant
Investments are always associated with a certain share of uncertainty. Fluctuations in markets, economic crises and unexpected events can seriously affect yield. It is here that financial consultants enter the stage, ready to help the investor build a reliable risk management strategy. Why do...

Benefits of a fee-only consultant
Working with a financial consultant based on an exclusively fixed remuneration, better known as Fee-only, is becoming an increasingly demanded model of interaction. In the conditions of a dynamic market and many diverse offers, customers are looking for transparent and objective tips that do not...

How to Find a Financial Advisor to Suit Your Goals
In the rapidly changing world of financial decisions, more and more people are looking for professional assistance in planning their money resources. In this article we will tell you how to choose such a consultant who not only offers standard schemes, but really understands your unique goals and...