Once you've put such a plan in place, ideally by the time you're in your forties, «the plan should be able to survive everything except major changes in your life, such as the death of a close family member or failure of part of your business,» says Dick Cummins, director of personal financial services in Coopers & Lybrand's New York City office. (inc.com)
Mr Dennis Khoo, UOB's head of personal financial services in Singapore, says investors should always adopt an investment strategy they are comfortable with. (straitstimes.com)
Retail banking, which is sometimes known as personal financial services, is what most people think of as high street banking; it concerns providing financial products and services, such as bank and saving accounts, insurance and mortgages, to individuals. (targetjobs.co.uk)