Taxbriefs Commentary Library

The winning formats for adviser firms under adviser charging

Danby Bloch, 01 Mar 2013


What’s the ideal format for a new-style financial adviser in the era of adviser charging? That was the question that Chris Gilchrist raised in a recent MoneyMarketing article. And his resounding answer was the small and medium-sized practices. They can be nimble enough to avoid the problems of running a big national and they can buy in all the technology and research they need.

But the key issue for the firms that will succeed is getting the core proposition right. You can buy in model portfolios, tax advice and para-planning, but the main process of financial planning has to be robust and credible. The new system of adviser charging will need much greater emphasis on the process of financial and investment planning and its importance and value for the client.

Most financial advisers need to re-engineer their advice proposition to make the financial planning process consistent, structured, scalable and clearly valuable. The Taxbriefs guide The process of financial planning  provides advisers with a turn-key solution for changing their business and making it successful in the era of adviser charging.

Now in its 3rd edition, The process of financial planning provides a comprehensive guide for advisers. The main author, Chris Gilchrist, is both a nationally known writer and speaker on financial planning and investment, as well as being a director of a financial planning practice.

The Process of financial planning costs £57 to order your copy click here


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Danby Bloch

Editorial Director, Taxbriefs

Danby Bloch is the editorial director of Taxbriefs, chairman of city-based IFAs, Helm Godfrey and director of Nucleus, an independent wrap provider.

Over a period of more than 40 years, Danby has established himself as one of the industry's leading thinkers and  is a respected author, lecturer and trainer on tax and financial planning.




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