Tim Sargisson: The insider's guide to the value of advice

PortfolioMetrix study

clock • 3 min read

The current global pandemic has given financial advisers the opportunity to demonstrate their value to clients and, in this piece, Tim Sargisson explores what the real value of financial advice is...

As we emerge blinking into the light after the ravages of the coronavirus recede there is no doubt that your support for clients over the next few months will be more vital than ever. The best advisers today understand that their value to clients is not tied to fund picking or investment performance. To illustrate this point the FTSE 100 fell by 26% in early March, which, according to Nucleus data, led some investors to pull out of equities and into historically ‘safe haven' assets. The platform provider's data shows a switch back to more equity-dominated funds in April. However, the ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advisers urged to remain 'alert' as LPA financial misconduct complaints rise

Advisers urged to remain 'alert' as LPA financial misconduct complaints rise

Alleged LPA financial misconduct complaints rose to almost 12,000

Sophia Panayi
clock 12 October 2026 • 3 min read
News editor's view: Taxing questions for advisers

News editor's view: Taxing questions for advisers

The news editor's Friday Night Takeaway from 9 October

Isabel Baxter
clock 09 October 2026 • 2 min read
Why the new chancellor must rebalance growth and consumer protection

Why the new chancellor must rebalance growth and consumer protection

'Healy should re-empower the FCA to unleash the full potential of Consumer Duty'

James Daley
clock 09 October 2026 • 3 min read