If you look at most financial adviser’s shop windows (our websites), we can all help you with pretty much everything. Investments, pensions, life insurance, mortgages, tax… Most of us promote ourselves as GPs, but much easier to get to see, as a rule, than your actual GP. Here’s the question being posed, however. Would you want your GP to actually treat you if you have a more complicated problem? In days of yore, if they’d found something needed whipping out they may well have laid you straight down on the couch and rummaged around in the drawer to find a scalpel. Nowadays, you’d want to see a consultant or two for anything remotely complicated. So how reassuring is it to know that your financial adviser can help with a bit of everything? Should we stop being all things to all men? Is that how you think of us? Answers on the usual postcard (kids etc.), please.
“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.
