by Mark Gunter | Jun 26, 2024 | Onboarding 2
11 Key Questions to Ask a Financial Adviser in the First Meeting If you haven’t already, you should read our previous post, 11 Key Questions to Ask a Financial Adviser in the First Meeting. Here, we will give our (Quintet Financial’s) responses to those 11...
by Mark Gunter | Jun 24, 2024 | Onboarding 2
What’s in this guide In this comprehensive guide, we’ll delve into the best questions you should ask when finding a financial adviser. Whether you’re new to financial planning or looking to reassess your current situation, these inquiries will help you...
by Mark Gunter | Apr 24, 2024 | Onboarding 2
Paul Armson Paul Armson, in his book “Enough? How Much Money Do You Need For the Rest of Your Life?”, advocates for a simple yet crucial practice: taking the time to sit down comfortably with pen and paper in hand. This approach involves conducting a basic...
by Mark Gunter | Apr 24, 2024 | Onboarding 2
What Services Do Financial Advisers Provide? Generally, a financial adviser offers one, two or three of the following: Investment management Financial planning Wealth management What Service Can We Provide? Here is a list of the ways in which we can help our clients:...
by Mark Gunter | Apr 24, 2024 | Onboarding 2
Why Being a Financial Adviser Is So Rewarding Being a financial adviser is interesting and meaningful. The need for this service is universal. There is no-one a good adviser can’t help in some way. If/when someone seeks advice, I get to learn about their life,...
by Mark Gunter | Apr 24, 2024 | Onboarding 2
A Little About Me My name is Mark Gunter. I’m 37 years old and, as my clients can see from my tired eyes at the moment, I have two young children. I enjoy watching films and sports, reading, and socialising and I love being a dad. What I Do In broad terms, I am...
