Written on 07/03/2023

Vanguard has closed its advice arm, “Cheerio, cheerio, cheerio” .. All those grandiose plans, and Board room presentations turned to dust.

If customers want advice, they’ve got a choice of the guy down the pub or an IFA. 

Nothing beats an IFA for advice on investing money.  The  IFA is the only professional who puts neck into the loop and tells the client what they should be doing.  Accountants and solicitors are hard wired not to do this, and anyway they don’t properly fact find at the start, so are always playing catch up.

Be definite and lead from the front.  

Customers like to be led, that’s why they employ you.

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