Saturday, September 29, 2007

Prudent couple fox the “expert FAs”

Wealth Check: 'We want to save for our kids and for retirement'

This couple have paid off their mortgage and earn £80K pa between them.
The Indie's expert panel seem completely at a loss as to giving them any advice.
Maybe financial "experts" have forgotten how to serve prudent customers ?
Re: property, "Sofat says that if they sink all they have into buying another property, they are exposed to that one asset. "

Posted by voiceofreason @ 04:59 PM (738 views)
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One thought on “Prudent couple fox the “expert FAs”

  • Retiredbanker` says:

    Not much in the way of commission for financial advisers when dealing with prudent people like this couple.

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