Part of our series of retrospective articles celebrating IFA Magazine’s ten year anniversary, Eddie Grant, Director, Technical Connection, and director at St. James’s Place responsible for professional development reflects on the past decade and why he believes ‘client centric’ advisers transformed the profession
“As president of the Personal Finance Society in the penultimate year before the introduction of the Retail Distribution Review, it is clear to me, that the optimists who focused on better client outcomes have transformed the profession. Many have surpassed the level 4 benchmark, achieving Chartered status and beyond. Investment in client centric and engaging planning has showcased the non-financial benefits of advice, a shared responsibility with a trusted financial planner, supporting clients in all circumstances. The legacy of this period will be how an industry continued to evolve into a profession and realise the shared optimism of many.”
