According to recent surveys (don’t you just love a survey?), most advisers have gone back to their offices and are meeting clients face to face again. We reduced our charges last year, to reflect the move to online meetings and because we thought everyone would stop investing. They didn’t. And we’ve never had an office, which is why we were relatively cheap (good value?) in the first place. So here’s the question. Should ‘face to face’ service be more expensive? Should we charge 3% instead of 2% if we have to drive for a couple of hours, drink other people’s coffee and, I suppose, risk Covid? You expect ‘DIY’ advice to be cheaper, so should this be a halfway house? Answers on a postcard, please.
“Sunak and Hunt accused of ‘damaging UK plc’ over NatWest boss’s exit”
Here’s the flip side. Should a business not have the right to choose whom it serves? If you as a client, or more likely potential client, rub us up the wrong way, are a declared anti-vaxxer or support the barges, can we not, as a business, say ‘Be Gone’?
