At CoreShares, we believe that advisors play a multi-faceted role, from tax advice to withdrawal strategies and behavioural coaching, to name but a few. For example, helping investors to “stay the course”, and not panic-sell during volatile periods, adds significant value to an investor’s total return in the long term.

Watch this panel with Gareth Stobie to see how you can bring more certainty to financial planning by minimising the moving parts and using evidence-based investing principles to meet your client’s investment goals mechanically, with greater certainty.

To learn more about how CoreShares partners with IFAs please click here.

Are you looking to get in touch? To ensure we get the most relevant person to call you back, please select whether you are a Private or Professional Investor below: