World Financial Planning Day: Time for advisers to step up

This year’s theme is on the role of the planner in reducing client stress

Hope William-Smith
clock • 1 min read

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

Join

 

Already a Professional Adviser member?

Login

More on Your profession

FCA to consult on pensions targeted support from December

FCA to consult on pensions targeted support from December

Consultation comes amid Advice Guidance Boundary Review

Sahar Nazir
clock 15 November 2024 • 2 min read
London Capital & Finance operated as Ponzi scheme, High Court rules

London Capital & Finance operated as Ponzi scheme, High Court rules

Now failed LCF raised £237m from 11,600 retail investors

Sahar Nazir
clock 15 November 2024 • 2 min read
Feel Good Friday: Square Mile charity quiz raises more than £16,000

Feel Good Friday: Square Mile charity quiz raises more than £16,000

Raises much-needed funds for Starlight Children’s Foundation

Professional Adviser
clock 15 November 2024 • 1 min read