Qi3 – Quality, Insight, Integrity & Innovation - UNITING TECHNOLOGY & MARKETING

Death of the IFA

Or maybe that’s what I was wishing for after interviewing four prospective financial advisors today.

Unfortunately, tax is complicated.  It can drive investment behaviour and deal structure – although hopefully not investment decision-making.  But it needs sharp minds, rigorous option analysis and a shared entrepreneurial spirit to provide suitable financial advice to an owner-manager-investor.  These qualities were absent in spades from today’s grey-suited brigade.

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