Advisers formulate coronavirus portfolio rebalancing battle plan

Warn of 'lean year' ahead

Ricky Chan: "Our advice is to...prepare for a lean year."

Ricky Chan: "Our advice is to...prepare for a lean year."

Advisers are telling their clients to prepare for a “lean year” of investment returns and are providing guidance on how to rebalance their portfolios to best survive the coronavirus crisis.

West Riding Personal Financial Solutions managing director and IFA Neil Liversidge on Tuesday (17 March) wrote to clients explaining how they could use the current crisis as an opportunity. "Stand-out...

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