The investment space is riddled with jargon and terms that can often be daunting for any budding investor or a time constrained successful entrepreneur seeking an alternative place to banks to manage, preserve and grow their wealth.
As you navigate the world of financial advice, it is important you have a certain amount of financial literacy which will allow you to have the most meaningful conversations with your adviser and make better decisions with regards to how best to meet your goals and manage the threats your ambitions may face.
I am a strong advocate of the importance of financial planning in order to review your financial position regardless of your station in life which is becoming ever more important as we live longer, expect a standard of living commensurate with efforts made and tax paid. Managing our ambitions needn’t be difficult but it does require guidance and advice on how we can be more efficient with our time and more sensible and shrewd in the face of changing legislation and changing lifestyles.
This resource exists to provide some form of guidance and even translation of the jargon used and explanation of resources employed by us Financial Advisers to hopefully improve your financial context. It further seeks to take a holistic approach to finance, so you may come across articles related to economics, philosophy and also relevant contemporary issues which the author believes impacts on how we relate to money, commerce and people. So basically, the author or editor likes to go on an interesting tangent…
Please note this resource does not offer any advice, and we strongly encourage you to speak to a qualified financial adviser for that advice in regards to your specific situation. The information within this resource is the sole opinion of the author unless a quote is cited. To make the disclaimer even clearer, this information could be drastically wrong with regards to your personal situation and hence the only advice is to seek tailored financial advice from a qualified practioner is crucial.
Should you have a specific problem or query in relation to your wealth be it consist of property, pensions, ISAs, bonds or a general investment simply submit your query via the Post Me Your Problem' form on the top right of these pages and a trusted qualified and regulated adviser (...and of course Friendly!) will get in touch within 48 hours.
Psst...it may even be Mr. Friendly Finance himself!
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