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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.

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by John Stirling


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