You are working as a financial advisor for Bradford financial Services Ltd based on Leeds Road which has clients from the public and private sector around the Yorkshire region. Mr John who is 30-year old which is one of your client. He recently received £30,000 from his family and wants to invest this fund for at least 25 years. He has a job with saving of £800 per month. He comes to you as his financial advisor seeking for investment advice. 1. Suggest a list of potential investments opportunities for Mr. John. 2. Keeping in view of his age and financial condition, what is your financial advice? Hint: consider different investment options in money and capital market.
You are working as a financial advisor for Bradford financial Services Ltd based on Leeds Road which has clients from the public and private sector around the Yorkshire region. Mr John who is 30-year old which is one of your client. He recently received £30,000 from his family and wants to invest this fund for at least 25 years. He has a job with saving of £800 per month. He comes to you as his financial advisor seeking for investment advice. 1. Suggest a list of potential investments opportunities for Mr. John. 2. Keeping in view of his age and financial condition, what is your financial advice? Hint: consider different investment options in money and capital market.
Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
Section: Chapter Questions
Problem 1PS
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You are working as a financial advisor for Bradford financial Services Ltd based on Leeds Road
which has clients from the public and private sector around the Yorkshire region. Mr John who is
30-year old which is one of your client. He recently received £30,000 from his family and
wants to invest this fund for at least 25 years. He has a job with saving of £800 per month. He
comes to you as his financial advisor seeking for investment advice.
1. Suggest a list of potential investments opportunities for Mr. John.
2. Keeping in view of his age and financial condition, what is your
financial advice? Hint: consider different investment options
in money and capital market.
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