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Financial & market research CONSULTancy, with a Personal Touch
Let's plan your brighter future!
Financial & market research CONSULTancy, with a Personal Touch
Let's plan your brighter future!
Frequently Asked Questions
Please reach us at info@pnb-int.com if you cannot find an answer to your question.
Money has a tendency to lose its value over time because the price of goods and services has an upward tendency. This is called inflation. Here are some factors that could eat away your money:
- Inflation. Simply, inflation occurs when the price of goods and services rises. And when prices rise, people will ask for a rise in salary. That's why the money you earn today will be worth less 10 years from now.
- Interest rate fluctuations. A drop in interest rates means a smaller return on your deposits, and if the interest rate is lower than the rate of inflation, your savings lose value. But for some investments, such as equities and bonds, the value of your investment may rise because of the drop in interest rates.
Therefore it is crucial that you have a financial plan to protect your future and to put your money where it generates reasonable returns to meet your needs.
For financial advice to be truly valuable to you, it must be based on an appreciation for your individual circumstances and needs. We advise on many aspects of wealth management, helping individuals of widely differing financial resources or life stages.
We provide tailored solutions to our clients and offer advice on:
Whatever advice you require, we build long lasting, trusted relationships with our clients.
It is our mission statement to treat each client as our only client. We do not impose ‘client criteria’. Whatever your circumstances, we would be delighted to help.
This is an extremely important question, and one that will help you determine the quality of advice you receive.
At Cooper Associates Wealth Management our advisers’ time is free of charge and without obligation. We are always very happy to meet with a client to establish their financial goals. We will then often arrange a second meeting, where we present a bespoke solution for our client based only on their individual circumstances.
There are no charges for these initial meetings. Should you decide to go ahead with our recommendation, you will incur charges which will be outlined by your adviser before you are able to proceed. Transparency is integral to our relationship with you.
Our products and services have fees, and these will be made very clear to you at these meetings before any decision is made. Our advisers are committed to clearly explaining all charges which apply should you wish to proceed with an investment. Our motto is to treat every client as our only client, meaning we put you at the forefront of all we do.
All clients receive access to an online portal whereby they can monitor the performance of their investments. This will not detract from the service you receive from your adviser, who will also play a key part in feeding back the success of any advice you have received, or action you have taken. Our approach is proactive, not reactive.
We are naturally curious as to whether a company has existing clients in a similar situation to ourselves. This provides reassurance that the adviser has a track record of helping others in a similar situation, providing you with confidence that your Financial Consultant is fully equipped to handle your individual case.
Our advisers have a wealth of knowledge and experience in financial advice, so there is a very high chance we have worked with clients in a similar situation. However, our experience has also taught us that no two clients are the same and we therefore ensure that we understand your personal or business objectives to deliver solutions that are right for you.
The major roles and responsibilities of a hired financial consultancy firm are plenty in number and can require an entire article to learn about in detail. The fundamental responsibilities that can act as a checklist for a viable financial consultancy firm are:
- To realize the true potential of a company based on its current financial status
- To work on analyzing key market investments and engage with metrics to establish stable and reliable ROI
- Provide meaningful advice on selling and buying stocks and bonds of different companies to gain an edge in building a solid portfolio
- Predict revenues using financial models that fit the specific scenario and provide reasons in case of discrepancies from predicted numbers and the ways to overcome them.
- To ensure that financial procedures are compiled as per the law of the nation and comply in principle as well as execution
- To construct an overview of the overall day-to-day transactions of a business and identify areas where essential additions are necessary for improving business efficiency
- Predict and determine recent market trends and how the future trends appear to favor or not favor your particular niche
- Actively identify potential risks and hidden opportunities in the market of today.
There are a plethora of skills to learn as a financial consultant because of the dynamic nature of the job but the major ones are as follows:
- Problem-solving skills for managing business problems in an effective manner
- Effective and easy-to-understand tongue i.e. good communication skills
- Technical and practical know-how of business & market finances’
- Degree or specialization in finance or related fields
- Proper experience in the management, organization, and working of stock and security markets as well as investment & portfolio management
Get in Touch
Get in Touch
We love our customers, so feel free to mail us. PNB International financial consultancy.
info@pnb-int.com
Flat/RM F2RM2 BLK0209/F Hang Fung industrial building NO2G HOK UN Street Hunghon
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