PA360: Clients value advisers' experience with 'people like them'

Speaking at PA360 yesterday (25 April), Dimensional Fund Advisors head of UK and Ireland advisor group and vice president David Jones said all clients value the peace of mind that advisory services bring to their lives. But certain types of clients, such as high net worth, also value the experience advisers have with "clients like them". He said providing financial advice from a location such as above a chip shop, for example, was probably not going to attract wealthier clients to the business and firms needed to adapt their offerings accordingly. "If you are thinking about how you de...