Tag Archives: Client Websites

Financial Advice – March 2015

We have just completed one of the financial reviews for our clients here at SSFM, with most of the communication being sent out by secure email requesting clients to give us permission to re-balance their portfolios. Whilst undertaking this process this time it got me thinking for some reason. I then found this famous quote below from a great innovator Henry Ford.

The reason it had me thinking, was about the importance of both ongoing advice as well as initial advice for clients. All of our clients have gone through the initial advice process when becoming a client of SSFM. So, most of you will know that in the first instance I try to guide and educate people in finance, as best as I can (remembering that I am not a teacher). But the ongoing advice part of the solution is also of paramount importance.

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Client Websites!!

Before I start on the market outlook there is some important information about your login details to the client website. Can I ask that on the SSFM homepage you click on the red tab to see the changes? These are important and have been brought about by the Platform due to security.

Positive Start to 2015

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