Group Commercial Director, Ross Youngs, recently collaborated with Charlie Ring, Corporate Partner at Charles Russell Speechlys, on an article for the FT Adviser.
Ross and Charlie explore the intricacies of financial advisory work.
In a recent survey by the Financial Conduct Authority respondents reported a high level of trust and satisfaction with the financial advice they had received. However, the question remains of; who advises the adviser?
While financial advisers have the capability to manage their own finances, the complex nature of financial planning requires individuals to utilise multidisciplinary teams for effective wealth management.
As stated in the article, objectivity is key. “Is ‘I can’ the same as ‘I should’?”
Read the full article here: https://www.ftadviser.com/your-industry/2024/03/04/who-advises-the-adviser/
Written by
Paul Lawrence
Group Managing Director
Paul joined Belasko in 2019 to lead the transformation of Belasko into the Next Generation of Fiduciary and Fund administration partner.
His career spans over 30 years in Financial Services including banking, private wealth and private capital and covers multiple jurisdictions. He has significant experience leading teams supporting clients investing into illiquid assets, particularly Real Estate, Private Equity and Debt.
Paul has held board positions for a number of Management Companies and asset holding vehicles, where he brings his experience and focus on strong governance to add value to client structures.
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