The service that a good financial adviser should provide for clients stretches beyond just telling them what to do with money, Continuum has said.
Commenting today (4 October) for World Financial Planning Day, managing partner Martin Brown said advisers needed to "step up and ensure they are doing their part" when it comes to helping clients combat stresses around finance but also more widely as well. Brown said this should include offering "more emotional, mental and general health support to clients". "During the coronavirus pandemic a lot of our clients came face to face with their vulnerability and started involving the next generation and wider family members with their planning for the future," he said. "We soon noticed a ...
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