Roy Walker IFA - Financial Adviser In Dubai

It’s easy to find financial advisers in any major international city; most of us will be happy to spend some time with you in an introductory meeting. Take advantage of this, and meet more than one. Financial advisers are by no means all the same - we vary in age, experience, qualifications, as well as any specialist areas of knowledge. So ask questions, chat, and see if you feel comfortable with the adviser during the introductory meeting. Can you see yourself working with this person for the long term? Is there rapport? Of course you can always change advisers at any time, but it’s best to get it right from the outset. During the introduction, the adviser will tell you about his firm, about his own background, and his (or her) approach to working with clients. He’ll also explain how he is remunerated. Most Financial advisers that serve the offshore/expatriate market are remunerated by commissions from the financial institutions, but you may also have the option for a fixed charge, or...

“I don’t need a financial adviser - I can do everything myself.” If you hear yourself thinking this - great! Because it’s almost certainly true. Every single one of my clients has the intelligence and common sense to do what I do.  Though in general, they don’t have the time to commit to this important subject. Often I hear this phrase from people who’ve never worked with a professional adviser before, and never sat down with one to find out what’s on offer. I think maybe it could be down to a misunderstanding of the role. As A Manager, Do You Have Problems Delegating? Pretty much every senior manager I know has earned his or her position by being good, often excellent, in previous roles. That means that the Sales Director was probably a great salesman before. The CFO was probably a great management accountant. The Technical Director was a great systems analyst. The Marketing Director could probably still turn out great advertising copy. In fact, each could excel doing the job of e...