'Crucial' role for advisers on money-related mental health issues - Quilter

'Get foot in the door'

Sophie King
clock • 2 min read

Advisers should use their expertise to help people cope with the mental health issues that can stem from financial concerns, according to Quilter tax and financial planning expert Rachael Griffin.

Speaking to Professional Adviser during Mental Health Awareness Week, Griffin (pictured) said: "Mental health awareness plays an important role in combating the stigma that prevents people form talking about their mental health issues. "A similar problem continues to exist when it comes to money as money matters remain off-limits in conversation." She went on to argue that this was where advisers play a "crucial role" to get their "foot in the door" with clients to help them create a suitable financial plan, whatever their financial wherewithal may be. "Once they are in the door, t...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Experienced adviser launches financial education website

Experienced adviser launches financial education website

Subscription-based model designed for individuals and businesses

Jenna Brown
clock 25 February 2025 • 2 min read
Investors caution Reeves' ISA reforms 'would need to strike a careful balance' to solve UK investment crisis

Investors caution Reeves' ISA reforms 'would need to strike a careful balance' to solve UK investment crisis

‘A significant shift’ but not unprecedented

Sorin Dojan
clock 21 February 2025 • 2 min read
Advisers urged to encourage philanthropy as UK's wealthiest donate £8bn

Advisers urged to encourage philanthropy as UK's wealthiest donate £8bn

CAF report highlights untapped philanthropic potential among high-net-worth clients

Sahar Nazir
clock 21 February 2025 • 2 min read