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LUKE
- Rate £259
- Response 1h
£259/hr
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- Professional Coaching
- Leadership
Portfolio Manager with 25 years of experience gives financial advice to anyone
- Professional Coaching
- Leadership
Lesson location
About LUKE
A financial advisor is often responsible for more than just executing trades in the market on behalf of their clients.
Advisors use their knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of clients.
These plans include not only investments but also savings, budget, insurance, and tax strategies.
Advisors further check in with their clients on a regular basis to re-evaluate their current situation and future goals and plan accordingly.
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About the lesson
- Primary
- Lower Secondary
- Senior Secondary
- +22
levels :
Primary
Lower Secondary
Senior Secondary
Post Secondary Education
Higher Education
Adult Education
Bachelor's Degree
Master's Degree
Doctorate
Other
MBA
Early Childhood Care & Development
A1
A2
B1
B2
C1
C2
Other Professional Training
Beginner
Intermediate
Advanced
Professional
Other Extracurricular
Children
- English
All languages in which the lesson is available :
English
Together, you and your advisor will cover many topics, including the amount of money you should save, the types of accounts you need, the kinds of insurance you should have (including long-term care, term life, disability, etc.), and estate and tax planning.
The financial advisor is also an educator. Part of the advisor's task is to help you understand what is involved in meeting your future goals. The education process may include detailed help with financial topics. At the beginning of your relationship, those topics may include budgeting and saving. As you advance in your knowledge, the advisor will assist you in understanding complex investment, insurance, and tax matters.
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Rates
Rate
- £259
Pack prices
- 5h: £1295
- 10h: £2590
online
- £259/h
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