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100 Questions To Ask Someone Financial Advising 100 Questions To Ask Your Financial Advisor(1st Edition)
Authors:
Mr Matthew Bayliss
Cover Type:Hardcover
Condition:Used
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Book details
ISBN: 979-8864107638
Book publisher: Independently published (October 11, 2023)
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Book Summary: These 100 questions are designed to comprehensively assess a client's financial situation, goals, and preferences in the UK. It addresses topics ranging from financial goals and risk tolerance to retirement planning, debt management, and investment strategies. These questions aim to facilitate informed decision-making and tailored financial planning. This book does have a main focus on those individuals who have never been to a financial planner / adviser. It does however cover a wide range of questions hence may still be appropriate for people who see an adviser on a regular basis incase they have missed off anything.
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