Trusted Advisor Versus Bank | Who do you go to for financial advice?
Top 10 reasons to go to our Trusted Advisors!
|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
|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
|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
|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
|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!
|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
|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
|A Trusted advisor explains their services and costs clearly
|Banks do not have a clear offering to you as a client
|Trusted Advisors are not bound by work hours!
|Large banks are bound by limited service hours
|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