BETAFOLIO…
Many of you will already be using Betafolio, but in our new video below Dominic explains what it is and why we’ve started using it. Financial planning is where the real value to clients lies, and that’s why Betafolio maintain portfolios that exist only in service of the financial plan. The plan leads, the portfolio follows. Please have a watch, and as always do get in touch if you have any questions.
Jemima Thomas
Solomons IFA
You can read more articles about Pensions, Wealth Management, Retirement, Investments, Financial Planning and Estate Planning on our blog which gets updated every week. If you would like to talk to us about your personal wealth planning and how we can make you stay wealthier for longer then please get in touch by calling 08000 736 273 or email info@solomonsifa.co.uk