More young adults to seek out financial advisers post-pandemic - Continuum

'One in five clients under 40'

Julia Bahr
clock • 3 min read

The Covid-19 pandemic has helped increase the awareness of the benefits of financial planning among younger generations, according to national financial planning firm Continuum.

More than 64% of the firm's client base are now under the age of 60, it said. The crisis has left clients more open to including members of their family in the estate planning process, Continuum has found. As a result, an increased number of Continuum clients are now tailoring their estate planning towards the individual needs of the younger generations of their family supported by their adviser. "Engaging with the next generation and educating them on the benefits of financial planning is key for IFAs, many of whom have been seeing their average client base age considerably over 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 Business

Advice firm Almond Financial moves to four-day working week

Advice firm Almond Financial moves to four-day working week

Lincoln-based firm will run from Monday to Thursday

Isabel Baxter
clock 31 January 2025 • 2 min read
How smart structuring can lay the foundations to empower business ambitions

How smart structuring can lay the foundations to empower business ambitions

Taking stock of structure and risk profile

Lucy Mangan
clock 29 January 2025 • 4 min read
Fewer than one quarter of advisers' clients are under 45

Fewer than one quarter of advisers' clients are under 45

Most fall within the 46-60 age bracket

Isabel Baxter
clock 27 January 2025 • 2 min read