Educational client content
Because educated decisions are better than educated guesses
Explain without the strain
Introducing clients to the world of investing can be one of the most rewarding aspects of being a financial adviser.
But explaining how investments work can be time-consuming – and finding materials you can trust to describe a client’s investment options simply and clearly can be a challenge.
That’s where our new series of educational guides comes in.
In this growing series, we’re addressing some of the basics that every investor should know – from what’s an equity to understanding bonds.
You will also find other relevant content here to help in conversations with your clients, such as key information on investing in ISAs and also a link to our MyFolio range, which is a flexible, all-encompassing investment solution that allows you to choose funds based on a preferred investment style and attitude to risk. Why not take a look at how this range could potentially meet your clients needs.
Understanding asset classes