Third Financial CEO: 'Advisers must add value above self-service'

‘There is so much possibility for self-serve now’

Isabel Baxter
clock • 3 min read

With self-serve options increasingly available and in sight of younger generations, Third Financial chief executive Ian Partington has cautioned that advisers must go above and beyond.

"Advisers must be adding value above what people can do on a self-serve basis," Partington told Professional Adviser.  Partington said he believes that there are more opportunities than ever before for younger generations of potential clients to get financial advice on a self-serve basis. Given this, advisers must prove they are worth their salt through value adds. "If you have inherited money from your parents suddenly, it can be overwhelming and having the reassurance of a trusted face to speak through it all with is very useful," Partington said. "But there's so much possibility fo...

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Isabel Baxter
Author spotlight

Isabel Baxter

Senior Reporter at Professional Adviser

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