1 / 2

When Should You Choose A Financial Planner / Advisor?

Over the years, the industry of financial investment has become more complex. It is not an easy task to exclude so many options by looking into the future, foreseeing the profits and making it large. This is where a stalwart investment consultant and expert come into the picture. James Gillingham, a highly-experienced finance expert with diverse knowledge in the field of investment, will be the best bet to consult to clear all your doubts.

jamesgillinghamsingapore
Download Presentation

When Should You Choose A Financial Planner / Advisor?

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. When Should You Choose A Financial Planner / Advisor? – James Ian Gillingham Answers James Ian Gillingham is a pioneer in the foreign exchange and CFD markets. He is a reputable and popular name in the field of finance and asset management across Singapore and several countries throughout Europe, Asia and the Middle East. According to him, you can definitely hire a financial planner / advisor without much help. They can assist you in managing your money and you don't have to stress upon going through to the various readymade plans on Google or follow a template of a financial plan that does not even suit your finances. Obviously, doing it all on your own is going to require a lot of research and learning on your part. But a reliable financial planner / investment expert can do this for you in a fraction of the time you would take to do it all.

  2. Start By Ascertaining Your Financial Needs James GillinghamSingapore has conducted several workshops over the years both to provide insights to his students and investors alike. He has conveyed several proven strategies and effective valuable tips to both accomplished and aspiring financial investment experts and planners. A lot of his clients have also benefited from his knowledge. Therefore, it is advised to take the word of the expert and begin by ascertaining your financial needs. A financial professional / investment expert can save you time by determining your financial goals for you. But remember, ignoring all your personal finance goals and turning over all your concerns to the advisor is not a path you should take. Begin by considering a time period such as 5 years or 10 years and aim for a certain amount of savings / investments / assets that you want to create during this period of time. Assess your budget and various amounts that you can allocate to all the avenues in front of you. Your financial planner / investment expert will help you with this. Do A Background Check James Gillingham also suggests you to always do a background check when hiring a financial professional. Anyone who will be given the responsibility to manage your money has to be reliable, trustworthy, come with sterling reputation and has to have complete transparency when handling your finances. You can also do a quick Google search on the professionals that have been recommended to you either by your friends or relatives or colleagues. There are government affiliated websites and portals that help you decide upon the right financial advisor for you. All in all, your finances are your responsibility and being diligent with them should be your priority when looking for a financial planner / asset management consultant.

More Related