Professional Adviser / Rebecca Jones

Investment advisor focussed content

At Professional Adviser, I produced weekly professional practice and investment-focused feature articles targeted at UK independent financial advisers. I conducted in-depth research and analysis alongside adviser and client interviews and developed a thorough understanding of the investment and regulatory landscape. I achieved a Pass on Level 1 of the UK CFA’s Investment Management Certificate as part of professional development.

http://www.professionaladviser.com • 19th December 2013

The PR game: Simple tactics to raise your profile | Professional Adviser

Rebecca Jones looks at what a PR strategy can bring to an advisory practice, and reveals a few simple tactics for raising your profile.

http://www.professionaladviser.com • 1st August 2013

Masterclass: How to make sure your paraplanner is a good fit

Handing the number crunching over can be a dream but getting the right person isn't always so easy. Rebecca Jones uncovers the dos and don'ts of hiring a paraplanner.

http://www.professionaladviser.com • 31st October 2013

Better Business: How to manage key man risk

As Invesco Perpetual prepares for the departure of its star manager Neil Woodford, Rebecca Jones takes a look at how advisers can manage the risk of a key person leaving their firm.

http://www.professionaladviser.com • 27th June 2013

How to value a client bank in a trail-less world

In the first of a new series of adviser guides, Rebecca Jones examines the best (and worst) ways to acquire a client bank.

http://www.professionaladviser.com • 29th August 2013

Going it alone: Are advisers better off self-employed?

Are advisers better off self-employed? Rebecca Jones takes a look at the pros and cons.

http://www.professionaladviser.com • 19th September 2013

How to attract young professionals as clients

Rebecca Jones takes a look at why, and how, advisers should be adding young professionals to their client banks.

http://www.professionaladviser.com • 11th July 2013

Masterclass: How to deal with client complaints in-house

As client complaints to the Financial Ombudsman Service soar, Rebecca Jones looks at how advisers can touch up their in-house complaints processes.

http://www.professionaladviser.com • 22nd August 2013

Talking shop: How to attract business owners as clients

Business owners tend to make great clients, which is why competition for them is fierce. Rebecca Jones uncovers a few handy tips that could give you the edge.

http://www.professionaladviser.com • 5th December 2013

Do advisers need a High St presence anymore?

Rebecca Jones investigates whether having a street-side office is, or ever was, important for financial advisory firms.

http://www.professionaladviser.com • 18th July 2013

Why your firm should have an investment committee

Surely the last thing advisers need is more committees, right? Wrong. Rebecca Jones explains why firms should set up their own crack investment panels.

Client Advice

Client guidance for financial advisers, from portfolio construction to tax planning

http://www.professionaladviser.com • 10th October 2013

'I can't get no...': How to gauge client satisfaction

Rebecca Jones finds out how to tell if a client is truly happy with your service or if they are merely smiling politely and searching for the exit.

http://www.professionaladviser.com • 12th September 2013

Don't spend it all at once: Advising clients with large cash windfalls

Rebecca Jones takes a look at the challenges and rewards brought by clients in receipt of large cash windfalls.

http://www.professionaladviser.com • 21st November 2013

'Investment advice is now three steps': The evolution of portfolio construction

Rebecca Jones looks at the changing face of portfolio construction, discovering a rising trend for simplification and strict asset allocation.

http://www.professionaladviser.com • 17th October 2013

Masterclass: How to advise clients on ethical investing

Rebecca Jones examines how financial advisers can best service the needs of their ethically-minded clients.

http://www.professionaladviser.com • 7th November 2013

Masterclass: How to advise clients saving for children

As Junior ISAs settle into their third year, advisers tell Rebecca Jones why they believe there are better options for savers looking to provide a nest egg for a child.

http://www.professionaladviser.com • 15th August 2013

Masterclass: How to advise clients moving abroad

Rebecca Jones takes a look at how advisers can help make a client's relocation as painless as possible.

News and Views

Developments in the financial advice industry

http://www.professionaladviser.com • 27th June 2013

Meet the Governor: what you should know about Mark Carney

Great expectations greet the Bank of England's first foreign governor, but will Mark Carney instigate great change or merely follow in the footsteps of Mervyn King? Rebecca Jones reports.

http://www.professionaladviser.com • 8th August 2013

Be prepared: What the cap ad changes mean for you

By 2015, the minimum a firm must hold in realisable capital will double to £20,000, or three months' expenditure. Rebecca Jones investigates how advisers can rise to the challenge.

Outsourcing Issues

DFMs, fund rating services and external portfolio management

http://www.professionaladviser.com • 25th July 2013

'We need fund managers to make money': Advisers debate race-to-the-bottom on charges

As platforms scramble to secure cheaper and potentially exclusive deals from managers, Rebecca Jones asks advisers if they would recommend a fund available cheaper elsewhere.

http://www.professionaladviser.com • 27th June 2013

'Is this the bubble?' Advisers share their outlook on QE and bonds

With all eyes on the Federal Reserve's plans, Rebecca Jones asks three advisers if - and how - they are preparing portfolios for a similar situation here.

http://www.professionaladviser.com • 25th July 2013

Why portfolio performance isn't the only way to judge a DFM

While advisers busily scrutinise platforms, discretionary fund managers (DFMs) have slipped under the radar - until now. Rebecca Jones shows you how to pull them over coals too.

http://www.professionaladviser.com • 24th October 2013

Are you getting what you need from fund rating services?

Ahead of the launch of two new fund rating services, Rebecca Jones takes a look at the existing services out there and asks if advisers are getting all they need.

Continuous Professional Development

Navigating professional qualifications and training

http://www.professionaladviser.com • 28th November 2013

How to write a watertight client file

Rebecca Jones looks at how to keep a client file compliant, uncovering some common pitfalls and easy fixes.

http://www.professionaladviser.com • 4th July 2013

Which is better in 2013: Chartered or Certified?

With Level 6 qualifications seen as the next big differentiator in financial advice, an age-old debate has been re-ignited. So, which is better in 2013: Chartered or Certified?

http://www.professionaladviser.com • 4th July 2013

Better business: How to attain QCF Level 6

Thinking about boosting your qualifications up to the dizzy heights of Level 6? Rebecca Jones finds out why, and how, advisers do it.