Clients divulge key benefits to using a financial adviser

Report highlights key motivators for using a financial planner

Sahar Nazir
clock • 1 min read

UK clients have outlined the key benefits to using a financial adviser, such as for peace of mind and to help them gain a clear plan on how to reach goals.

Research published by Hymans Robertson Investment Services (HRIS) has outlined the key benefits that clients receive from speaking to a financial adviser. The company's Consumer Survey 2023 surveyed more than 1,000 clients in the UK on why they would use a financial adviser. The report is aimed at helping advisers better understand client attitudes of those with investable assets over £300,000. It looked at a number of topics including ‘value' and relevant factors that could be used to assess it. The report found that half (50%) of the clients use a financial adviser to "help gain ...

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

Sahar Nazir
Author spotlight

Sahar Nazir

News Editor at Professional Adviser

More on Your profession

DB transfer values drop to lowest month-end since 2018

DB transfer values drop to lowest month-end since 2018

XPS' Transfer Value Index saw ‘significant decline’ in final quarter of 2024

Holly Roach
clock 23 January 2025 • 2 min read
Providers yet to have 'cracked' retirement products

Providers yet to have 'cracked' retirement products

Retirement advice becoming more important with ageing demographic

Isabel Baxter
clock 23 January 2025 • 3 min read
Trial of ex-Titan Wealth employee delayed

Trial of ex-Titan Wealth employee delayed

Complainants to testify behind screens amid ongoing legal preparations

Sahar Nazir
clock 22 January 2025 • 1 min read