Financial advice is a specialist vocation. Licensing is required in many jurisdictions and we are in the course of obtaining accreditation to provide formal financial advice is several of those jurisdictions. The diversity of financial advice is not presently part of the skill set that we operate in, although there are some instances where you may seek assistance of that type from us. For example, funds in an estate or compensation money received by you.
Although we cannot provide financial advice to you as an independent licensed financial adviser, our law firm can advise you within the ambit of their brief and authority while the Finance Department can perform a secondary role in providing information and specialist knowledge to both you and your lawyer with your lawyer advising you as to the course of action to take. If you want an external independent licensed financial adviser, then certainly we will arrange one for you and our financial personnel will participate at no charge to you.
The regulation of the finance industry including requiring licensing in those jurisdictions are the products of statements about investments made by promoters of the investments to investors which were found to be less than reliable. Also, there was the problem of persons who represented that they exercised brokerage style discretion on the investor’s behalf, and in fact all of their business went to one or two finance houses and there was no discrimination in the market on your behalf, or any real selection by your so-called “Financial Adviser”. They just chased the business for the one or two. These problems called for political control.
Here at Legalheartbeat we look to be a bona fide service provider in every respect. Our financial aspect and service will be proper, duly authorized and credibly established in due course. We look forward to serving you in this capacity together with our other service offerings.
Thank you for favoring us with your business. We will be happy to assist you in any way we can in the future.