Focus on generalist approach

Professional Adviser
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Equal Partners' Vivienne Starkey rejects Ron Sandler's call for financial advice to be split into generic, core and full categories, believing a more holistic approach best serves her clients

Although best known as a protection and investment adviser, partner at London-based practice Equal Partners, Vivienne Starkey, advocates a generalist approach to financial advice. In the face of industry reviewer Ron Sandler calling for advice to be split into separate generic, core and full categories, Starkey and partner Kay Lowe believe this holistic approach best serves their clients. 'If you focus your practice on a single area of the industry, such as investment, it may gain you respect in that area of the market, but how can you give clients full financial advice?' asks Starkey. ...

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