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Video shows value of advice

Fidelity Investments has produced a CD-Rom starring TV comedians John Bird and John Fortune of Rory Bremner show fame to promote the value of advice.

The CD-Rom is aimed at IFAs who could not attend Fidelity&#39s recent annual investment forum roadshows for intermediaries around the UK.

It is based on a video first screened at the roadshows where the two Johns play investors discussing their portfolios over a drink at their local golf club.

One of the characters uses an adviser while the other takes a more do-it-yourself approach to investments and is unhappy with his portfolio.

Fidelity says this year&#39s forum was dedicated to exploring practical strategies for intermediaries and their clients in uncertain stockmarket conditions.

The forum focused on how bonds will perform in an economic slowdown, how to weather difficult markets, a market round-up and investor psychology.

Marketing director Dave Cowdell says: “The video illustrates many of the common mistakes investors are prone to making, especially during periods of stockmarket volatility, such as overtrading and home bias.

“With a humourous twist, it demonstrates the valuable role an adviser can play in helping investors to avoid these mistakes and keep on track with their investment goals.”


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