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Richard Bertin: Is it time to give up the independent 'badge of honour'?

What's in a name?

Richard Bertin: "It is no wonder the consumer is confused. It is simply much easier for them to see everyone as a financial adviser."
Richard Bertin: "It is no wonder the consumer is confused. It is simply much easier for them to see everyone as a financial adviser."
  • Richard Bertin
  • 28 January 2021
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Does it really matter if you are a restricted or independent adviser? Richard Bertin asks and gives his take on this contentious issue...

I was an independent financial adviser, IFA, for a number of years and was proud to hold "independence" as a badge of honour. When our firm was acquired by a global family office, my allegiance switched....

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