Financial Advisers In Edinburgh 2020Welcome to JM Independent Financial Advisers (IFA) Ltd. Our financial consultants will consider your entire financial picture before implementing an investment plan and investment Best Financial Advisors advice They will create a portfolio strategy that is specific to your financial situation, execute the strategy, and make changes while assessing the results over time.
Niche Opportunities There are a variety of products and strategies available in this career, which allows one the opportunity to craft a niche career that can be different from the other financial advisors in your specific area (for example, serving baby boomers or millennials).
Paul is a member of the personal injury and Court of Protection team, providing independent financial advice and tax structuring for personal injury claimants and clients in later life, working with Court of Protection deputies, trustees and individual clients.
So whether it is planning ahead to fund private education or university, or ensuring that the correct protection products are in place to provide an income if you are unable to work, a financial adviser can put your family on a stable financial footing.
Many banks offer the option to use their financial advisers for your investments, they may offer incentives such as lower fee transactions or free business banking if you have an investment account at the bank, however, it is important to make sure your bank's investment services are the right fit for you.
While financial planners assist individuals that already know what they want from their money and just need advice on how to achieve it, money coaches teach individuals the necessary life skills needed to have a good relationship with money and also keep their clients accountable.
Paul Frame, head of the Scotland and Northern Ireland regions for Tilney Group, said: Nadia is a highly talented and dedicated individual who constantly puts clients' needs first and she will be a big asset to the Edinburgh team. He joined Rathbones in 2018 after spending three years as an independent financial adviser working for Argyle Consulting looking after high net worth clients and has over 20 years working in the financial service industry.
She is a member of the Chartered Insurance Institute, holding the Diploma in Regulated Financial Planning and she is currently pursuing Chartered Financial Planner status by working towards the Advanced Diploma. Truly Independent Ltd® is authorised and regulated by the Financial Conduct Authority to provide investment advice and is bound by its rules.