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    The Impact of Inflation on Savings and Investments.
    Giles Refoy
    • Apr 19
    • 5 min

    The Impact of Inflation on Savings and Investments.

    As inflation continues to skyrocket around the globe, here’s how IFAs can help investors adjust their portfolios and hedge against risk....
    247 views0 comments
    Utilising FX In Times of Geopolitical Instability
    Giles Refoy
    • Mar 9
    • 3 min

    Utilising FX In Times of Geopolitical Instability

    As the world faces a new Cold War and Russia is hit with severe sanctions, investors, IFAs, executives, and economists around the globe...
    337 views0 comments
    How Financial Advisors Can Enhance The Client Experience
    Giles Refoy
    • Feb 3
    • 3 min

    How Financial Advisors Can Enhance The Client Experience

    As self-service and internet-based solutions continue to overshadow the work of IFAs and those working in the financial sector, never...
    236 views0 comments
    The Importance of Customer Service in the Financial Sector.
    Giles Refoy
    • Jan 12
    • 4 min

    The Importance of Customer Service in the Financial Sector.

    The Importance of Customer Service in the Financial Sector.
    148 views
    The future of financial advice – are you ready?
    Giles Refoy
    • Oct 15, 2021
    • 2 min

    The future of financial advice – are you ready?

    If we follow what happened in the UK with the ‘Retail Distribution Review’ in 2013 which ultimately meant the removal of upfront...
    143 views0 comments
    Smartphones and Investing
    Giles Refoy
    • Jul 27, 2021
    • 2 min

    Smartphones and Investing

    It wont be a surprise to many, that more than 3 billion people worldwide use smartphones for a plethora of different activities. What...
    112 views0 comments
    Is the future remote?
    Giles Refoy
    • Jun 22, 2021
    • 2 min

    Is the future remote?

    The date is the 22nd of June 2021, the pandemic in countries who have not had a successful vaccination program are beginning to see cases...
    95 views0 comments
    Offshore Financial Advisers - what does the future hold?
    Giles Refoy
    • May 19, 2021
    • 1 min

    Offshore Financial Advisers - what does the future hold?

    Slowly but surely change is coming to the offshore financial advice market. Regulation is creeping in from a number of quarters. Product...
    131 views0 comments
    Can UK standard financial products be right for the offshore market?
    Giles Refoy
    • May 18, 2021
    • 2 min

    Can UK standard financial products be right for the offshore market?

    Can UK standard financial products be right for the offshore market? There's a huge disparity between the quality and in particular cost...
    74 views0 comments
    How technology is shaping the future of how we work.
    Giles Refoy
    • May 14, 2021
    • 2 min

    How technology is shaping the future of how we work.

    Remote working in the traditional ‘non-nomadic’ worker scenario has up until recently carried a bit of a bad reputation. Employers often...
    70 views0 comments
    Are you ready for the digital revolution?
    Giles Refoy
    • May 10, 2021
    • 4 min

    Are you ready for the digital revolution?

    2020 will surely be remembered as the year of the Covid-19 pandemic. We sat and watched as it unfolded, spreading slowly around the...
    59 views0 comments
    Marching into March.
    Giles Refoy
    • May 10, 2021
    • 2 min

    Marching into March.

    Marching into March In many locations globally we take note of the anniversary of lockdown measures put in place to curb the spread of...
    37 views0 comments
    Are your clients now seeking income from their portfolios?
    Giles Refoy
    • May 10, 2021
    • 1 min

    Are your clients now seeking income from their portfolios?

    With the immediate future still being uncertain for investors who are invested in equities or index tracking funds, we know that being in...
    96 views0 comments
    How do expats spend their retirement?
    Giles Refoy
    • May 10, 2021
    • 2 min

    How do expats spend their retirement?

    It's important to plan for your retirement but it's not just financial planning that's important. It's just as important to plan out your...
    27 views0 comments
    What does added regulation mean for advisors and clients?
    Giles Refoy
    • May 10, 2021
    • 2 min

    What does added regulation mean for advisors and clients?

    Offshore financial advice has changed a lot over the years, increased regulation to protect investors is and always will be the key...
    39 views0 comments

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