Hang together with others or you may hang alone

intermediaries

Advisers need to take account of clients' entire financial position - which makes flexibility of approach and a willingness to work with other professionals all important

A certain rich man made a fortune and, resolving to keep it, hired the best lawyers, accountants and investment professionals in the land. He bought property, businesses and investment portfolios. A few years later his investment world collapsed. He was confronted with the reawakened stresses of financial insecurity. The financial targets that had seemed so easy to meet a short while earlier now seemed impossible to attain; his carefree financial existence was being replaced by a much harsher regime, with many difficult and awkward decisions. The advisers had applauded their client's s...