I also enjoy your assessments and predictions, and conclude that your years as a financial advisor have taken you into situations where you don't just advise, but scrutinise situations to come up with creative tactical and financial solutions. I'm glad you're on my side!
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inspired | bespoke | assured
inspired | bespoke | assured
articles
21 April, 2015
The Seven Roles of an Adviser
Only 7? I hear you cry. Well perhaps the seven roles that add most value to our client's affairs, not necessarily but generally financial affairs. As a firm of Chartered Independent Financial Advisers we take our role of guide and guardian extremely seriously, we are not only here for the long term, we are here to ensure that our clients are in a better place for knowing us than they would otherwise have been. Here Jim Parker, Vice President at Dimensional Fund Advisers explains what his view is and what the seven key roles are that he believes a good financial adviser should play. When reading the document, perhaps think which roles you value most, and please, let us know if we're missing anything.
by John Stirling