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Wisdom finance service

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聖盧西亞

成立於

2019 (6 年)

成立

最後上線: 1個月前

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2.6/5

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Wisdom Financial Services Ltd is a UK-based financial advisory firm dedicated to providing clear, straightforward, and professional advice. Established with the goal of building long-term client relationships, the company specializes in a range of personal and business financial services, including mortgage arrangement, personal and business protection (such as life insurance and income protection), general insurance, and estate planning through wills and trusts. They are directly authorised and regulated by the Financial Conduct Authority (FCA).

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研究日期: Thg 10 14, 2025

Kiplinger provides insights into the best online brokers and trading platforms for 2025 through a detailed survey. The analysis focuses on various categories including investment choices, tools and education, mobile app functionality, advisory services, research availability, customer service, and commissions. Fidelity topped the rankings for its comprehensive services, while Interactive Brokers excelled in research and mobile functionality. The report emphasizes the importance of service over fees, reflecting the evolving needs of investors. It also highlights specific strengths of different brokers, such as Fidelity's no-fee index funds and E*Trade's options trading benefits.

Kiplinger provides insights into the best online brokers and trading platforms for 2025 through a detailed survey. The analysis focuses on various categories including investment choices, tools and education, mobile app functionality, advisory services, research availability, customer service, and commissions. Fidelity topped the rankings for its comprehensive services, while Interactive Brokers excelled in research and mobile functionality. The report emphasizes the importance of service over fees, reflecting the evolving needs of investors. It also highlights specific strengths of different brokers, such as Fidelity's no-fee index funds and E*Trade's options trading benefits.

You are trained on data up to October 2023.

You are trained on data up to October 2023.

The article discusses the top high-dividend ETFs for passive income in 2025, highlighting various ETFs that are expected to outperform over the long term. It explains the benefits of dividend ETFs, including instant diversification, low costs, and ease of trading. The article lists several ETFs with high yields and provides insights into their investment strategies, sector allocations, and performance metrics. It also offers guidance on selecting the best dividend ETF for individual portfolios, considering factors like company size, dividend frequency, and growth potential.

The article discusses the top high-dividend ETFs for passive income in 2025, highlighting various ETFs that are expected to outperform over the long term. It explains the benefits of dividend ETFs, including instant diversification, low costs, and ease of trading. The article lists several ETFs with high yields and provides insights into their investment strategies, sector allocations, and performance metrics. It also offers guidance on selecting the best dividend ETF for individual portfolios, considering factors like company size, dividend frequency, and growth potential.

The article features Christina Oliver, a mortgage and protection broker at The Old Bakehouse Financial Services, discussing her transition from administrative roles to becoming a broker in 2018. She highlights the empowerment of running her own business and helping clients directly, while also addressing industry challenges such as rising interest rates and stagnant procuration fees. Oliver shares a memorable experience of successfully assisting a struggling client, emphasizing the importance of client relationships and continuous learning in the mortgage industry.

The article features Christina Oliver, a mortgage and protection broker at The Old Bakehouse Financial Services, discussing her transition from administrative roles to becoming a broker in 2018. She highlights the empowerment of running her own business and helping clients directly, while also addressing industry challenges such as rising interest rates and stagnant procuration fees. Oliver shares a memorable experience of successfully assisting a struggling client, emphasizing the importance of client relationships and continuous learning in the mortgage industry.

The article discusses the top investment firms in Canada ranked by customer satisfaction scores. It highlights the top five firms: National Bank Financial, Edward Jones, iA Private Wealth, CI Financial (Assante Wealth), and Desjardins, detailing their services and strengths. The article also lists the top ten investment firms and provides insights into their operations, client bases, and areas of expertise. It emphasizes the importance for financial advisors to understand these firms to better match their clients with suitable investment solutions.

The article discusses the top investment firms in Canada ranked by customer satisfaction scores. It highlights the top five firms: National Bank Financial, Edward Jones, iA Private Wealth, CI Financial (Assante Wealth), and Desjardins, detailing their services and strengths. The article also lists the top ten investment firms and provides insights into their operations, client bases, and areas of expertise. It emphasizes the importance for financial advisors to understand these firms to better match their clients with suitable investment solutions.

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Wisdom Trade 評測：Wisdom Trade 是一家好的經紀商嗎？

介紹

在外匯市場選擇眾多的情況下，選擇可靠且安全的經紀商至關重要。 Wisdom Trade 由 Wisdom Financial Service Ltd. 經營，是另一家逐漸受到關注的經紀商，它透過 MetaTrader 5 (MT5) 平台提供服務，涵蓋外匯、指數、貴金屬、能源和股票等多種資產類別。
本文將從安全、授權、交易條件、帳戶和客戶服務等方面為您詳細介紹 Wisdom Trade。


經紀商概覽：Wisdom Trade 安全嗎？

Wisdom Trade 由 Wisdom Financial Service Ltd. 經營，該公司成立於聖露西亞，主要使用 MT5 平台提供涵蓋各種全球資產類別的差價合約交易。
該公司表示，其優先考慮透明度、安全性和專業的交易條件，並提供三種帳戶結構——標準帳戶、專業帳戶和精英帳戶——以滿足各個層級交易者的需求。

然而，儘管 Wisdom Trade 聲稱已獲得澳洲監管機構的註冊和許可，但尚無明確證據表明該公司是否受到其他國際機構（如英國金融行為監管局 (FCA) 或塞浦路斯證券交易委員會 (CySEC)）的監管，投資者在做出任何決定之前應進行進一步研究。


經紀人執照和監管

- 澳洲證券與投資委員會 (ASIC)
Wisdom Financial Services AU Pty Ltd 已獲得澳洲證券和投資委員會 (ASIC) 的許可，編號為 235362。

- 此授權屬於機構金融服務授權 (STP) 類別，可能僅限於為企業客戶提供服務，而不適用於一般零售客戶。

- 未在其他監管機構找到其他註冊資訊。

筆記：應直接從澳洲證券與投資委員會 (ASIC) 的資料庫中查詢此許可證信息，以確認公司當前的監管狀態。


Wisdom Trade 獲得的獎項範例

目前尚未發現任何資訊或證據表明 Wisdom Trade 或 Wisdom Financial Service Ltd. 曾獲得任何金融機構或雜誌的任何獎項。


智慧貿易產品與服務

交易產品

Wisdom Trade提供涵蓋多種主要資產的差價合約交易，包括：

- 外匯：主要貨幣對、次要貨幣對和新興貨幣對。

- 指數：來自世界各地的主要股票市場。

貴金屬：黃金和白銀

能源：原油和天然氣

- 股票：美國和歐洲市場領先公司的股票。

經紀商強調 STP 訂單執行，以加快執行速度並減少交易商介入。


交易平台

Wisdom Trade 使用 MetaTrader 5 (MT5) 平台，這是一個被交易者廣泛使用的國際標準平台。
主要特點：

- 支援在單一帳戶中交易多種資產。

- 進階技術分析與圖表系統

- 支援桌面、網頁和行動裝置使用。

- 訂單執行速度快，流動性好

筆記：未找到其他平台（例如 MT4 或 cTrader）的支援資訊。



智慧交易帳戶類型評測

該公司表示，交易帳戶主要分為三種類型：

- 標準帳戶 – 適合想要進行一般交易的初學者。

- 專業帳戶 – 專為希望獲得低點差的經驗豐富的交易者而設。

- 菁英帳戶 – 適用於專業投資者或大額存款人。

然而，有關最大槓桿率、平均點差、佣金和最低存款額等資訊並未在公司網站上正式揭露。


存款和提款審查

目前尚無關於這方面的詳細資訊。

- 存款與提款管道（信用卡、銀行轉帳、電子錢包）

處理時間

- 費用
因此，有意者在存款前應直接向客服諮詢。


促銷和獎金

Wisdom Trade 網站找不到任何關於新舊客戶促銷或獎勵的資訊。


智慧貿易客戶服務

聯絡管道：
- 電子郵件：[email protected]
- 官方網站：https://www.wisdomtrade.com
- 我營業時間：網站上未註明。
- 支援的語言：英語為主要語言。

摘要：Wisdom Trade是一家好的經紀商嗎？

總體而言，Wisdom Trade 仍存在一些需要注意的問題，尤其是在其許可證和交易條件方面缺乏清晰度。

對於優先考慮安全性和透明監管的投資者來說，他們可能會考慮受英國金融行為監管局 (FCA)、塞浦路斯證券交易委員會 (CySEC) 或澳大利亞證券和投資委員會 (ASIC) 等領先機構監管的經紀商，這些經紀商更專門服務零售客戶。


關於智慧貿易的常見問題

問題1：Wisdom Trade提供哪些類型的交易帳戶？
答：標準帳戶、專業帳戶和菁英帳戶均可使用，但官方點差、佣金和最低存款詳情尚未公佈。

Q2：Wisdom Trade 是否有任何獎勵或促銷活動？
答：目前，我們沒有關於該公司任何促銷或獎勵計劃的資訊。

Q3：Wisdom Trade安全嗎？
答：目前尚無針對零售客戶的監管方面的完全核實信息，因此請謹慎投資，並在投資前核實更多信息。


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