James King, a partner at East Anglia chartered accountants, Price Bailey, has been named among the top ten ‘Rock Stars’ of the financial adviser community in the latest issue of industry publication ETF Report UK.
The introduction to the report “Rock Stars – Top Advisers Shaking up The Industry” states: “Ultimately there may not be one right way to be a financial planner, but we believe these ten individuals have got it pretty much perfect, and should serve as an inspiration to their peers.”
The top ten leading advisers meet the criteria of providing holistic financial advice and putting their clients first, are educated in the use of active and passive funds and know about the use of Exchange Traded Funds (ETF) directly.
An ETF is a marketable security that tracks an index, a commodity, bonds, or a basket of assets like an index fund.
In the report James explained that Price Bailey has been using ETFs since 2009 to access investment markets around the world at a good price. “We choose funds—ETFs and active funds—based on cost and access to the areas we want to fit with our asset allocation criteria,” he said. “Our investment philosophy is very much driven by asset allocation, as that is the major driver of returns, and is key when it comes to each client’s needs.”