March 11, 2022

Financial Market vs Property Market - The Big Discussion

Financial Market vs Property Market - The Big Discussion

The Landlord Page Episode 20

 

In this podcast we have the BIG discussion on the financial market vs property market and cover the following questions...

Why did you get into property & finance?

What does your business offer for property investors and how does it benefit them?

Why is St. James places dropping the wealth management title? we see it as a misconception and people think it's only those with big savings can do it, would you agree?

Do you find your clients come to you with an idea but don’t know how to put it into play? or are they very green with it and will say I’ve got X to invest what do I do with it?

At what point should someone be looking to contact a wealth manager?

Should money, property & investing be educated in schools?

How has the situation in Ukraine affected your clients?

Should owners be looking to overpay their mortgages to reduce the term or should that money be put somewhere else and why?

Let's meet our guest
We have the absolute privilege of welcoming Matthew Jones, Director of Apex Financial Services & Wealth Management, a partner practice of St. James Place. Matthew has an abundance of knowledge & experience which enables Apex to provide individual and corporate clients with advice tailored to their specific short and medium term goals.

If you would like more information, have a specific question for us or Matthew or maybe you'd like us to host a specific guest, then please send us a DM, your feedback and involvement is important @TheLandlordPage