Stay a Step Ahead
In this month's edition of Step Ahead we explore some of the key considerations with investing into Direct Shares. While owning shares directly is not for everyone, it can be a great addition to many investor portfolio's.
Our other topic this month is a client profile that centres on some key strategies we recommended to clients entering retirement. Our clients have given permission for this to be published which we’d like to acknowledge and say we appreciate.
Our intention is to continue to provide these live examples over time, to help give you a better insight into what we do for our clients and in turn, ways we may be able to help you.
Finally, we are pleased to provide a Bio for Ben Brockhurst, from Harting Private Wealth. Many of you already know Ben, however for those of you who don’t yet, Ben has been working with clients of Yield's managing director James McFall for more than 10 years, both in his capacity as a business owner and while working for global broking firms. We feel very fortunate to have someone of Ben’s calibre working alongside the Yield team.
From everyone at Yield, we hope you enjoy this month's edition of Step Ahead and if you are interested in discussing anything we have raised here, please feel free to send us an email or give us a call.