Glasgow Business . 33
www.glasgowchamberofcommerce.com A HELPING HAND
Professional advice can be invaluable. But how do you get the best from your adviser? T
he modern business owner has to multitask; but there are limits to their dexterity. Tey may
be experts in their field, but they are unlikely to have picked up the finer points of taxation, contract and employee law or even sourcing the right type of finance. Tat’s why seeking professional
advice is vital to help minimise risk and take advantage of opportunities. As you’d expect, there are many
professional advisers in Glasgow Chamber of Commerce
membership with a vast array of experience, but how do you get the best from them? Glasgow Business asked a few of them about what companies should consider when working with professional advisers.
PERSONAL SERVICE AND DIRECT DECISION MAKING
Alan Cameron, Executive Director at Quilter Cheviot, believes it’s important to have a professional adviser who can not only provide a personal level of service, but also has the ability to make instant
decisions on the client’s behalf. Quilter Cheviot, now part
of the FTSE100-listed Old Mutual company, invests and manages portfolios for private clients, charities and self-invested pension funds. Alan said: “Our business
is very much based on strong relationships. It’s a very personal and hands-on service, and that includes direct investment management which is undertaken by our local investment managers in Glasgow or Edinburgh, rather
than being referred to London. Te expertise of our local managers is critical to this relationship.”
LISTENING IS AN IMPORTANT SKILL
Having a frank and forthright discussion about a client’s aims and ambitions is essential, but listening is an equally important skill for the adviser, believes Alan Dick from Forty Two Financial Planning.
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