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ULN partner IFA: Independent Financial Adviser
10 millions! So many are the italian families ready to
welcome the new professional figure of the IFA. These
statistics derive from a recent survey carried out by
McKinsey and underline the growing interest of the investors
towards the independent advisory services.
Moreover the survey gave prominence to the current strong
socio-cultural changes, favoured above all by the manifest
conflicts of interests existing in the banking and insurance
sector, where each institution tends to favour its own
products rather than seeking/looking for the best solution
for the customer.
The
IFA,
ULN
partner, is the professional able to reconcile a deep
knowledge of the international markets and the ability
to identify the personal needs of each investor through an
advanced “Personal
Planning Strategy”.
The ULN partner IFA carries out his professional activity
free to choose the best solution for his client
without undergoing any pressure or conditioning, building
stable and lasting relations, based on our unrenounceable
principles and values, such as professionalism, discretion, efficiency and performance.
His main target is helping clients to plan their own future,
working out a specific intervention plan based on a careful
reading and analysis of the whole financial position and
of the future targets such as buying a home, paying
university for their sons, (covering the retirement
income gap). |
