A recent report into the value of advice completed by Russell Investments found:
“ We have examined the various components of an adviser’s value proposition and estimated that advisers deliver value of at least 5.2% or more every year to their clients beyond investment-only advice. ”
Here at Keystone Advice Partners we understand the value of advice as we have been able to help many clients already. It does continually evolve so we closely follow industry leading value of advice information to ensure our advice offer is dynamic.