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|