Tag Archives: advisor
It’s not the customers who needs to change – it’s the advice they get.
Just eight per cent of the 2,011 39-54-year olds captured in the nationwide ‘Generation X Retirement Prospects’ study commissioned by pensions specialist fintech company Dunstan Thomas, have consulted an Independent Financial Adviser in the last 12 months. These findings … Continue reading
Posted in advice gap, pensions
Tagged advice, advisor, Dunstan Thomas, inheritance, pensions
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Property or pension – Village or City?
Ros Altmann, who writes better than any financial commentator I know, has produced a brilliant blog on the differences between investing in a property and investing in a pension. You can read the blog here, this is the key … Continue reading
Posted in pensions
Tagged advisor, Business, City, Immigrant, pension, Property, Ros Altmann, Village
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