Rebecca Jones takes a look at why, and how, advisers should be adding young professionals to their client banks.
Young professionals tend to be elusive clients for financial advisers. One explanation seems to be that professionals in their late twenties to mid-thirties are, generally speaking, less concerned about securing their financial future than those hurtling towards retirement and, as such, tend not to seek out advice. There is also a palpable sense of unease among advisers when it comes to taking on younger clients as they can often lose interest in financial planning after a good deal of hard work has been put in. Despite this, Lisa Conway-Hughes, an adviser at Westminster Wealth Manage...
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