LUKE's email address and phone number have been validated.
LUKE
- Rate £12
- Response 1h
£12/hr
See Professional Coaching tutors
Unfortunately, this tutor is unavailable
- Professional Coaching
- Leadership
Portfolio Manager with 25 years of experience gives financial advice to anyone
- Professional Coaching
- Leadership
Lesson location
About LUKE
A financial advisor is often responsible for more than just executing trades in the market on behalf of their clients.
Advisors use their knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of clients.
These plans include not only investments but also savings, budget, insurance, and tax strategies.
Advisors further check in with their clients on a regular basis to re-evaluate their current situation and future goals and plan accordingly.
See more
About the lesson
- All Levels
- English
All languages in which the lesson is available :
English
Together, you and your advisor will cover many topics, including the amount of money you should save, the types of accounts you need, the kinds of insurance you should have (including long-term care, term life, disability, etc.), and estate and tax planning.
The financial advisor is also an educator. Part of the advisor's task is to help you understand what is involved in meeting your future goals. The education process may include detailed help with financial topics. At the beginning of your relationship, those topics may include budgeting and saving. As you advance in your knowledge, the advisor will assist you in understanding complex investment, insurance, and tax matters.
See more
Rates
Rate
- £12
Pack prices
- 5h: £60
- 10h: £120
online
- £12/h
Similar Professional Coaching teachers in Mumbai
Laura
London & Online
- £50/hr
- 1st lesson free
Marilena
London & Online
- £85/hr
- 1st lesson free
Dylan
London & Online
- £90/hr
- 1st lesson free
Paul
Portsmouth & Online
- £85/hr
Philip
London & Online
- £38/hr
- 1st lesson free
India
London & Online
- £150/hr
Sumit
London & Online
- £100/hr
Gokhan
London & Online
- £65/hr
Agne
& Online
- £80/hr
Ksenia
London & Online
- £75/hr
- 1st lesson free
Phil
London & Online
- £89/hr
Jonathan
London & Online
- £50/hr
- 1st lesson free
Anna
Holyport & Online
- £29/hr
- 1st lesson free
Haris
London & Online
- £55/hr
Melina
London & Online
- £30/hr
- 1st lesson free
Kashif
London & Online
- £25/hr
Thomas
London & Online
- £30/hr
- 1st lesson free
Kate
London & Online
- £95/hr
- 1st lesson free
Elinor
& Online
- £35/hr
- 1st lesson free
Hasnain
London & Online
- £50/hr
- 1st lesson free
-
See Professional Coaching tutors
