Smith and Pinching’s Carl Lamb looks at clients’ changing priorities as lockdown eases and urges all advisers to be kind as plans evolve and change in light of ever-shifting circumstances
Can you believe that we are already over half-way through the year? It's certainly been a challenging few months for everyone, irrespective of their wealth, employment status and personal circumstances. As financial advisers, we are often the confidantes of our clients who will be responding to the easing of lockdown in a variety of ways. Our conversations with clients now will be more important than ever. I'm still seeing a great deal of nervousness about both health and wealth. Many clients - especially the over 70s - are very reluctant to get back to normal. They're still staying...
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