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Do you provide general financial advice or personal financial advice?

We provide both general financial advice as well as personal financial advice through our Managed Discretionary Account (MDA) service.

The financial information we provide on our website and other mediums by not considering your personal circumstances is the 'general financial advice'.

The financial information that we provide by taking into consideration your personal circumstances is the 'personal financial advice'. The personal financial advice that we provide is through our Managed Discretionary Account (MDA) service.

Also read the answer to the related question:

• Should a firm that does not offer 'personal financial advice' be called a robo advisor?