Evaluate the Value of Your Financial Adviser During a Crisis
There is no doubt that the past year has been significantly challenging for us all. Not least for British expats who are residing in a European country. With the unique combination of a global pandemic and the UK’s departure from the EU, having sound, professional advice to manage your wealth appropriately is bound to have far-reaching benefits, long into the future. Here we’ll explore the key questions you can ask, to assess whether you have received real added value from your adviser during such a difficult period, and what you can do should that not be the case. Identifying the Benchmark for Outstanding Financial Advice During an international period of tremendous change, financial advisory standards become crucial to stabilising investments and making educated decisions about managing your portfolio. Brexit introduces some fundamental changes, such as: · Removing entitlement to exemptions and reduced tax rates available to EU citizens. ·