'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...

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