Another string to your bow: Financial advisers as business strategists

Another string to your bow: Financial advisers as business strategists

clock • 3 min read

Finally, some positive RDR after effects are being felt, writes Whitehall Group director Richard Mattison…

A lot has been written over the past 15 or so months about the negative impacts of the RDR. However, there are signs that some of the benefits of its original intentions are starting to emerge. With the increased confidence that comes with enhanced professional qualifications, and a drive towards fee-earning consultancy work, advisers (and providers) are spotting opportunities to become very closely involved in clients' business development. Indeed, clients are turning to advisers for guidance on business strategy, notably fund raising and tax planning. As pension administrators, t...

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