Tim Sargisson: Helping clients hold their nerve

'Balancing risk and reward'

clock • 4 min read

Investment requires a disciplined approach and a degree of clients holding their nerve if markets fall, writes Tim Sargisson. The adviser is there to provide the steady hand on the tiller and reassuring words...

The actual results of an investment over a long term of years very seldom agree with the initial expectation The words of John Maynard Keynes. In recognition of this let's have a round of applause for Jon Doyle, a planner at Juniper Wealth Management. Speaking recently at the NextGen conference in Manchester, Jon stressed that advisers should focus on areas they can control, such as charges and asset allocations, and avoid trying to predict the market's direction. Jon rightly points out how the next generation of advisers must stop trying to control things they cannot and instead pa...

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