Investment planning is the most valuable thing IFAs do for their clients, according to Cofunds resear...
Investment planning is the most valuable thing IFAs do for their clients, according to Cofunds research. A recent survey of just under 500 advisers revealed investment advice as the primary service they offer their clients, with 60% saying this is the most valuable thing they provide. Retirement advice was the second most valuable, with 25% citing this as the most valuable thing IFAs do, followed by 8% which offered ‘other’ services. Tax planning was deemed most valuable by 8% and administration of overall financial affairs was said to be the most valuable service by 2%. Cofunds also...
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