How do you define the top 1% financial planners in the UK?
A definition I prefer is that the top 1% of financial planners focus on the value to the client by meeting three main aims:
1. They have a way to align a client's financial choices with the client's most important goals and deeply held values.
2. They help their clients to get their entire financial house in perfect order, measured against defined criteria, and keep it that way forever.
3. Their clients have a 10/10 level of confidence about their future no matter what happens in the economy, the markets or the world.
In other words, it's a lot more significant than the amount of money on which they advise.
