Personalised financial advice comes into its own
Goal-based financial planning is the new trend, where it’s all about the individual – and Davy is leading the way, writes Lorraine Courtney
Investors are demanding far more from their financial advisers than simple investment performance. The focus within the industry has been to shift towards goals-based planning, developing tailored investment strategies designed to put investors in the best position to achieve their unique financial and personal goals.
“Everyone looks to the more developed markets like the US and UK to identify best practices,” said Gareth McCluskey, director in private clients at Davy. “The big players there have...
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