Dave Thomas is head of business development at Schroders Personal Wealth and a chartered financial planner. Dave has worked in fnancial services for 20 years and advised both personal and commercial clients directly for over 15 years.
Dave’s is currently leading the business development function within Schroders Personal Wealth. His team are focussed on creating opportunity for SPW’s advisers to provide more advise to more people and are keen to create mutually beneficial professional partnerships throughout the UK.
Many professionals and clients take a one-sided view of financial advisers, and assume that independent advisers can meet all their needs. Dave Thomas explains, however, how employed advisers offering restricted advice can offer clients a different approach, and should be considered.