Mailing puzzles to clients, launching an adviser TV channel and producing a hub for clients to facilitate remote advice – these are just some of the ways major advice firms are tackling the coronavirus crisis.
As the government instructed people who could to work from home last week to do so, advice firms have quickly adapted to changed circumstances at a time when many clients are relying on them more than ever. Here is what some of the giants of the sector are doing during the Covid-19 crisis: St James's Place (SJP) SJP senior partner Adam Johnson said the firm was as busy as ever with client enquiries and was able to keep up with demand by moving to online correspondence. "There's a line that goes around at SJP that financial advice is a contact sport and we're having to come to terms...
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