BE CAREFUL WHOSE ADVICE YOU BUY, BUT BE PATIENT WITH THOSE WHO SUPPLY IT
Before Mulberry Bow, Andrew, Scott, Jessica and Simon all worked for prestigious London firms, looking after successful, self-made clients, but over time they each came to the same conclusion. The culture of the businesses they represented meant that however much they cared, they were essentially selling products. Each wanted the opportunity to build something small, but high quality, with every client treated as an individual and complete alignment of interests. They wanted the client, or any member their family, to have complete trust in them and their advice.
Advisers who know what they are doing and are motivated by the client's best interests, rather than a sales target, are sadly rare in our industry, but they are worth seeking out. After all, managing your own personal finances can be a dry affair and an unwanted distraction from enjoying life, but getting it right is critical to your peace of mind.