Investment Management ServicesRunning a business is a difficult process and one which is constantly fraught with unexpected financial difficulties. Generally, they work with individuals or institutional clients to assess their financial needs and help Personal Financial Advisor them achieve financial goals, such as choosing investments (money market, real estate investments, stocks and bonds), and they also explain tax laws relevant to certain investments and help with insurance decisions.
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).
We'll listen carefully to you and you can be confident that we will provide the best available ‘one off' regulated product or solution if that is what you require, alternatively we can provide you with the ongoing clarity and reassurance of regular financial reviews and longer term pension planning, saving or investing.
The competition has been running over the last 12 months and the four finalist IFAs were given a client scenario where they had to provide initial financial planning advice and construct an investment portfolio in line with the client's attitude to risk.
They advise individuals and businesses from all over Scotland and the rest of the UK. Their Scottish base in Glasgow is no barrier to offering expert whole of market independent financial advice to individuals and businesses based in England, Wales and other parts of Scotland.
Established in 1947, BUPA stands for British United Provident Association and is currently the largest independent healthcare provider in the UK. With headquarters in London, BUPA is strategically placed to be at the heart of the country's financial hubs and with a net income of £340 million in 2007 it's no wonder why.
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.
You can trust the integrity of our balanced, independent financial advice. They often help people with financial difficulties due to poor money management, wage loss, unemployment, increased expenses, or divorce. Each of our offices has a team of expert investment managers who contribute to and utilise our core investment process, meaning that whichever office you choose to work with, you can expect the same high levels of service and investment management.