Group Commercial Director, Ross Youngs, recently collaborated with Charlie Ring, Corporate Partner at Charles Russell Speechlys, on an article for the FT Adviser.
Ross and Charlie explore the intricacies of financial advisory work.
In a recent survey by the Financial Conduct Authority respondents reported a high level of trust and satisfaction with the financial advice they had received. However, the question remains of; who advises the adviser?
While financial advisers have the capability to manage their own finances, the complex nature of financial planning requires individuals to utilise multidisciplinary teams for effective wealth management.
As stated in the article, objectivity is key. “Is ‘I can’ the same as ‘I should’?”
Read the full article here: https://www.ftadviser.com/your-industry/2024/03/04/who-advises-the-adviser/
