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
Alice Heald
Group Head of Marketing
Alice joined Belasko in 2024 as Group Head of Marketing
Alice has over 10years’ experience in marketing for financial services organisations and joins the Belakso team to help strengthen their marketing endeavours, drive growth and elevate the brand in our core markets. She’s experienced when it comes to executing bespoke marketing strategies tailored to the private capital funds and financial services sectors.
Alice holds a Chartered Institute of Marketing Diploma in Professional Marketing after studying English Literature at the University of Surrey.
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