TELL YOUR ADVISER YOUR GOALS

Do you want to invest for income to live on now, or do you want to build up assets that you can draw on in the future?

  • Do you want a plan for the next few years or for the next 10-20 years?
  • What sort of lifestyle do you realistically expect?
  • Are you saving to buy a house? To pay for your children's education? Will you need to support other people?
 
 

How to interview prospective advisers?
Questions to ask your financial planner
Video
Introduction to Managed Accounts
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Viridian opens new offices
22 January 2020, 12:34pm
In some pre-holiday spending, Viridian Advisory opened 22 new offices in November, and is looking to launch a mobile app in 2020, says chief executive Glenn Calder. Read more
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