Victor Sacks, of VS Associates, recently spent 15 minutes to tell us more about what he does and how he helps his clients with their investments and financial planning.
“It’s not just as simple as taking someone’s money and sticking it in an investment pot for them” he told us. “It takes time to understand their plans and to find out what they are looking to achieve”
Victor went on to explain how he uses his goal setting techniques, which include setting SMART objectives, to support clients in determining the type of outcome they might need from their money.
If you want to set a pension or want to check how your current one is performing; or if you want to invest money, or even if you are a business owner and you want to protect yourself, your family or your employees from the unexpected, then talking with Victor is a good place to start.