Covid-19 has “fundamentally” shifted clients attitudes towards their Financial Planning - with many changing their retirement and wealth transfer plans, according to a new survey.

Wealth management and Financial Planning group Charles Stanley has reported a 6.8% reduction in group revenue for the second quarter of its financial year but the Financial Planning division grew in the first half of its financial year.

Three in five (60%) Financial Planners are now factoring in ESG related questions when speaking to clients and undertaking fact finds, according to a new report.

Financial Planners are concerned about their aging client base, marketing costs, and how they will attract new clients, according to new research.