JLT Wealth branches into tele-advice

The Advice Centre, a central advice call centre, will be staffed by diploma-qualified financial planners, many of whom are working towards Chartered status, JLT said. The tele-advice service will sit alongside face-to-face advice as a cheaper option within JLT's charging structure. "Rather than offering a one-size-fits-all approach, we recognise the need for tailored advice based on a clearly-understood charging structure that meets the needs of the client, so a non-prescriptive approach to service delivery is often necessary," said Karen McCaffrey, managing director of JLT Wealth Man...