More than money: Putting your clients on the right track

'In truth, financial advice is so much more than just money'

clock • 4 min read

Financial advice is about guiding clients to achieve their full potential and achieve a level of financial certainty which acts as a catalyst to them leading the life they want to lead, writes Roger Brosch

One of our adviser partners in the North East, Steve Dale, is the chairman of Wallsend Boys Club – a fantastic charity that provides a vital local community hub for young people and their families which some of you may have seen featured on BBC Football Focus a couple of weeks ago. The club has a tremendous track record in producing professional footballers – 92 at the last count, with Alan Shearer, Peter Beardsley, Steve Bruce and Michale Carrick among them. An incredible feat for a local club. However, what I really love about this charity is its ultimate goal, the driving passion ...

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

Former Titan Wealth employee jailed for harassment and holding confidential data

Former Titan Wealth employee jailed for harassment and holding confidential data

Marian Okunola had been given suspended sentence but now faces prison over court orders breach

Sahar Nazir
clock 18 February 2025 • 3 min read
AI-driven chatbots will 'play dominant role' in financial advice

AI-driven chatbots will 'play dominant role' in financial advice

Fundscape’s latest whitepaper reveals how AI is being used in financial advice

Sahar Nazir
clock 18 February 2025 • 1 min read
Financial abuse: The silent crime advisers must learn to detect

Financial abuse: The silent crime advisers must learn to detect

Should the industry be doing more to protect vulnerable clients?

Sahar Nazir
clock 18 February 2025 • 5 min read