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28 February, 2020   |   By Fiona Tait, Technical Director   |   Market News


Delivering Value

In her most recent Actuarial Post article, our Technical Director Fiona Tait comments on the value of financial advice, and how as advisers we can measure the value that we set out to deliver. Fiona draws on a recent report conducted by Vanguard, “Assessing the Value Of Advice” which looks at delivering value beyond portfolio outcomes, both Fiona and Vanguard encourage us to consider the financial and emotional outcomes surrounding the advice process. Our goal as advisers is to support our clients in reaching their financial goals, and to do so with peace of mind.

Click the link below to read the full article: