While clients might not be ‘in the know’ about tax allowances or structuring investments, advisers certainly are. Here Sahar Nazir talks to a group of IFAs about how they have stepped up for their clients and set them on the right path…
Financial advisers, armed with their expertise and experience, play a vital role in guiding individuals toward making informed decisions. In the realm of personal finance, making mistakes is a natural part of the learning process. However, certain financial missteps can have significant long-term consequences. One of the main pitfalls includes not planning ahead or not planning long-term - which according to advisers are increasingly common among clients who reach out for their help. EQ Investors Chartered financial planner Jeannie Boyle says clients often make the mistake of leavi...
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