Which investment and savings solution you choose for your client will depend on their hopes and aims for the future.
We believe that you have an important role to play in helping your clients to define their needs. For example, do they want to:
- save money in a tax-efficient environment?
- have the potential for growth?
- provide an income?
- put money aside for their children’s education?
- plan for any inheritance tax liability?
- provide for their retirement?
- protect their assets for the benefit of their dependants?
Once they’ve decided what they want to achieve, we provide a choice of products based on their location and regulatory environment.