• Home
  • About

Free Advice Online

Why do it yourself when there are experts?

Feb 19th, 2007 by complex001

I believe that my Independent Financial Adviser (IFA) is the best in the world. A good friend recommended him to me shortly after I started working over ten years ago. During this time he has helped me to establish a portfolio of tax-efficient investments in excess of £ 1 million and a pension portfolio of £ 2 million. We meet up twice a year to review my existing portfolios and establish how to address the future needs objectives and shortfalls. The average growth of my portfolios over the last ten years was in excess of 25% and I am confident that we will manage to continue with this level of growth in the future.

Posted in Financial Advice | No Comments

Leave a Reply

  • Categories

    • Financial Advice (45)
    • Lifestyle (1)

Free Advice Online © 2008 All Rights Reserved.