As advisers it is important to understand every opportunity for clients to save money and make the most of their international currency...
Results for "TorFX"
July’s Case Study – Clients paying overseas bills
Some advisers think currency transfer specialists like TorFX can only assist with the larger sums of money associated with property sales...
June’s Case Study – Clients with overseas inheritance
If your clients hold funds in GBP or a foreign currency, they may turn to you for guidance when they need to transfer that currency –...
May’s Case Study – Clients who work overseas/offshore
This month we’re looking at the 4th most popular reason that your clients conduct currency transfers – transferring salary payments &...
April’s Case Study – clients who own businesses
If you can’t provide them with commercial advice there are still ways you can provide them with assistance – especially during these...
March’s Case Study – Clients with International Investments
With the release of MiFID II and the advice gap closing it can feel like doors are closing… but there’s an open door that’s often...
February’s Case Study – Clients Selling Property Abroad
Advisers are often approached by their clients with all manners of financial enquiries – this can include handling funds in different...
January’s Case Study – Clients Buying Property Abroad
Your clients rely on your guidance in financial matters and are receptive when you make recommendations for specialist services – like...
FX – this month’s tip
Dora Maleviciute of leading currency brokers TorFX gave us an interesting insight recently which demonstrates how financial advisors can...
Introducing a new service provider:
Relevant to: 2-3 clients per adviser a year (on average). Advisory or non-advisory? Non-advisory. What TorFX do: TorFX provide reliable,...