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...

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 Business

All the advice firm acquisitions that have taken place in 2026

All the advice firm acquisitions that have taken place in 2026

Keeping track of the ongoing consolidation in the advice industry

Professional Adviser
clock 12 June 2026 • 3 min read
How do you build the 'perfect' financial planning micro practice?

How do you build the 'perfect' financial planning micro practice?

James Wetherall on turning a ‘shock’ into a lean win

Jen Frost
clock 11 June 2026 • 9 min read
The owners have had a big payday: What about the advisers?

The owners have had a big payday: What about the advisers?

'Advisers are the backbone of financial planning businesses'

Roderic Rennison
clock 09 June 2026 • 5 min read