In this introductory podcast from Williams Investment Management, WIM Partners Duncan Williams, Robert Ash and John Newsome take part in a Q&A style discussion with Ian Shuttleworth a client and consultant to the firm.
This episode provides a ‘beginner’s guide’ covering the following areas:
- Differences between Investment Managers, Stockbrokers and Financial Advisors
- A brief explanation of mainstream investments and what makes a good investment candidate
- Individual Savings Accounts, minimum portfolio size and charges
- Understanding and monitoring performance