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Trusted Adviser Group (TAG)

Trusted Advisor GroupIn 2008, we (Brett Investment), along with a group of other like-minded professionals, formed a study group to connect our firms. All of us faced similar business challenges as we moved from a traditional financial services model to an independent fee-based advisory business. We also had compatible investment beliefs and high standards for client service and fiduciary responsibility.

We began meeting periodically to share investment information and discuss business strategy. We also challenged one another to maintain high standards of business integrity and professional accountability. Over time, we discovered that by pooling our knowledge we were able to create robust lower-cost investment strategies and achieve economies of scale unavailable to individual firms.

In April 2015, we (the six founding members) decided to officially name our association the Trusted Adviser Group (TAG). Our organisation has members throughout the UK (see website for details).

Today, many financial services providers offer fee-based services. But TAG member firms are in a class by themselves. As strong believers in wealth management, lifestyle financial planning and an evidence-based asset management, we want to spread the word about how this approach will maximise the chances of you successfully achieving your financial goals.