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Top 5 tips for portfolio FDs

The variety and independence of being a portfolio FD are great. But what are the secrets of success? From marketing to finding clients and setting fees, James Shand shares his advice

I love being a portfolio FD for the variety of work, and for being really valued by my clients, in a way quite unlike any employed situation. My experience of wise mentoring in the early stages, combined with a passion to ‘level up’ the playing field against experienced portfolio FDs, led me to set up vfdnet. Being able to share this journey with other experienced FDs and FCs is a privilege and keeps me motivated.

To help you carve out a successful portfolio career from the off, I’m going to share my top five mistakes. I just wish someone had told me when I started!