We currently have close to 400 carefully selected clients. Most of them have over £100,000 actively invested and the majority are DIY investors such as business owners, self-employed professionals and corporate executives. However, we also have clients from the financial services sector such as IFAs, wealth managers and fund managers. Even though we have clients such as IFAs, wealth managers and fund managers, a question that we are sometimes asked is 'What are the differences between you and an IFA?'. In this post, to help answer this question, we'll look at 5 things you need to know about IFAs:
When it comes to investing, some people are capable of being the 'do-it-yourselfer' while others need the help of a financial adviser. Choosing an investment adviser to work with has become just as challenging as trying to pick the right investment. There are more advisers than ever and their roles are not always clear. The best thing you can do is give yourself choice by interviewing more than one adviser.
In this post we'll examine three major investment industry flaws, their implications for investors and how you can avoid them.
ISACO are ISA and SIPP investment specialists. We offer a personal investment service that allows you to find out where an expert invests. You’re informed throughout the year what funds a star-performing investor currently owns, when he’s buying and when he’s moving into the safe harbour of cash – helping you enjoy more control, manage your portfolio more effectively and benefit from the potential for outstanding long-term returns.
In this post we'll explore the key differences between ISACO and an adviser in more detail. As a reminder, when we look at a performance and fee comparison of ISACO versus an adviser, we’ll be using a comparison over a ten year time span and in our example we will be using an individual with a £250,000 portfolio.
In the second blog in this series we'll compare ISACO’s investment charges with those of a typical financial adviser.
In this latest series of blogs, we are going to look at direct comparisons between ISACO’s investment aims and charges and those of financial advisers.
The majority of people looking for investment advice in the UK rely on a financial adviser.
Unfortunately, many of them don't appreciate some of the flaws still evident in the investment industry. In this post, we'll look at four of the biggest investment problems that consumers can still face.