Here’s the feel-good story of the week. It’s now proven (by a survey, so it must be true) that having a financial adviser ‘improves emotional as well as financial well-being, especially in a time of crisis’. The 24% with an adviser have a ‘greater sense of well-being’ than the poor, deluded 76% who go it alone; and, apparently, ’satisfaction grows over time’. Thank goodness for that. So, if you can’t get a video appointment with your GP or therapist, an IFA is just a Zoom away. Don’t worry. Be Happy.
“Letter of authority: Why now is the right time for change”
This may sound like a non-issue from outside the world-of-financial-advice bubble. It is the bain, however, of the daily working lives of many of us, particularly of those paid by we advisers to do the dirty work of dealing with the many providers with whom we have to work.
