Your advisers role as your investment coach

It is always tempting to judge the value of your adviser on the recent performance of your investment portfolio. That is unfair as it fails to understand the true value that a good adviser delivers (leaving aside the valuable financial planning advice that they also provide) and the fact that no manager can control the returns that the market delivers.

Below is a downloadable document which details just what your adviser’s role as your investment coach and how they can help.

Your Advisor as Investment Coach