Ever had a Financial Adviser and then they've disappeared without a trace???
Daniel Carnie
CEO and Financial Planner | Supporting expats and Malaysian’s with financial planning, wealth management and cryptocurrency | Rated 5 out of 5 on Google by my clients ??
Orphaned investors are those who have divorced themselves from a previous financial adviser, possibly the person who originally devised their financial plan, and no longer has anyone advising them.
There are numerous reasons for such a split to occur – it could be that an investor no longer believes that they are being given good financial advice because returns are lower than expected or an adviser has left the job, moved to another company or country and even the fact that you have zero contact as a client with your adviser anymore.
What is inadvisable is to remain in this state of limbo for any length of time.
We at Farringdon Group have seen an unprecedented surge in change of brokers from many South East Asia companies over these past few months due to poor performance, frozen assets, high charges, high annual management charges and constant switches within portfolios and very strict investment choices which ultimately isn’t good for diversification and as you may be aware is not a good thing right now. Even a second opinion and portfolio health check can be invaluable to you right now !
If you are an investor and your adviser has gone AWOL or are currently unhappy with the servicing you are receiving, you are able to transfer the management to Farringdon Group Ltd free of charge with 3 simple steps;
1. Speak to us, 20-30 minutes of your valuable time, have a coffee, share a few ideas and find out just how unique Farringdon Group really is, and how we have the edge on our competitors.
2. Allow us to offer our recommendations to match your individual goals, build the relationship and proactively stay connected.
3. Sign one simple form to allow us to manage your investment.
Farringdon Group takes great pride in client servicing and with our dedicated In-house Portfolio Team we can guarantee your assets will be managed to the highest standard possible. No extras charges with no tied – fund arrangements, front & back end fund charges and a proactive approach with full transparency of our strategies and expectations when we create a bespoke client portfolio.
Please contact me on +60 123 514 036 or email me - [email protected] if you wish to discuss further how Farringdon Group Ltd can assist you in this difficult situation.....This will be the best investment you make all year.
Kind Regards
Daniel
General Manager