Daniel Kiernan, director of Intelligent Partnership, explains the case for including some directly held tangible assets in your clients' portfolios.
Many IFAs are concerned about using directly held esoteric or alternative investments in their clients’ portfolios. They are regarded as unconventional and the investment structures are often not regulated...
'People miscalculate how much they need'
Information request by AJ Bell
Could lose 97% of investment
'Document your conversations'