Personalised financial advice comes into its own

Personalised financial advice comes into its own
Gareth McCluskey, director, Davy Private Clients

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.

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