Simon Goldthorpe: Six skills successful modern financial advisers share

Key traits of the successful adviser

clock • 4 min read

Simon Goldthorpe outlines six key facets of a good adviser in today's ever-evolving market. How many can you tick off the list?

What was the first thing you bought from Amazon? If like me, you remember the days when it was one of the few online bookshops, the chances are it was the latest bestseller that introduced you to Jeff Bezos's business. Now think about the last thing you bought. These days it could be almost anything, from tomato ketchup to the latest games console - and you may not have even opened the app since a talking piece of tech in your kitchen can place the order for you. In many ways, financial advice has seen the same evolution. A decade ago, a client would call into the office to undertake ...

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

Sector divided on Reeves' pullback on Cash ISA reform

Sector divided on Reeves' pullback on Cash ISA reform

‘A big win for defenders of a broken system’

Sorin Dojan
clock 11 July 2025 • 2 min read
FCA flags progress on internal DEI targets and urges action on Consumer Duty

FCA flags progress on internal DEI targets and urges action on Consumer Duty

According to the FCA report 2024-2025

Sahar Nazir
clock 11 July 2025 • 2 min read
FCA reviewing client categorisation rules to distinguish retail investors from the pack

FCA reviewing client categorisation rules to distinguish retail investors from the pack

Goal of 40 more initiatives to be completed by year end

Eve Maddock-Jones
clock 10 July 2025 • 2 min read