Personalised financial advice comes into its own

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...

Subscribe from just 1€

Exclusive offers

Choose the subscription that is right for you

Monthly Subscription

€1

For the first month

€19.99 Monthly Thereafter

Subscribe today

Cancel anytime

Annual Subscription

€200€149

For the first year

€199.99 annually thereafter

Subscribe today

Cancel anytime

Quarterly Subscription

€55€42

For the first 90 days

€55.00 quarterly Thereafter

Subscribe today

Cancel anytime

These offers are not available for current subscribers. Offers and pricing are subject to change without notice.

Terms & Conditions Apply

Please Subscribe or Log in to continue

Subscribe Login

Related Articles

More from The Business Post