Trusted Advisor Versus Bank | Who do you go to for financial advice?
Top 10 reasons to go to our Trusted Advisors!
| Consumer Considerations! | Trusted Advisor | Bank |
| Impartial | A Trusted Advisor has no allegiance to any institution or firm and is unbiased . | Every bank is tied to only one product provider for every aspect of their financial services |
| Relationship | Trusted Advisors do not have 10,000 clients, they specialise in relationships with a small number of clients. Financial Planning is a long term concept! | A bank adviser role is transient in nature and is not focused on the long term |
| Knowledge | Our Trusted Advisor members have at least 10 years advisory experience dealing with so many aspects of financial planning | Your bank adviser will have limited knowledge due to the narrower suite of services they can offer |
| Education | Trusted Advisors are educated and experienced to a high standard in order to practice financial advice impartially | Bank advisers only need the minimum qualification to advise |
| Choice | We offer you choice, we are not obliged to meet any levels of business with our average member firm having 12 agencies | Tied to only provider! |
| Specialisation | Every Trusted Advisor has a speciality in financial planning, pensions, investment advice and Protecting what is most important to you! | A bank offers generic services to you that are mass marketed |
| Local | Your Trusted Advisor is close to you | A bank adviser can be in a head office or covering a large area of branches and may be moved to a different district to cover@any time |
| Transparency | A Trusted advisor explains their services and costs clearly | Banks do not have a clear offering to you as a client |
| Service based | Trusted Advisors are not bound by work hours! | Large banks are bound by limited service hours |
| Technology | Trusted advisors use cutting edge technology for best practice in terms of cashflow modelling, research and information | Banks utilise a manual based approach for much of their financial planning |
