The firm, which is a corporate sponsor of the Institute of Financial Planning, highlights private medical insurance as an area where Financial Planners could be involved.
Many people have medical insurance but have usually bought it using a general broker or online, not via a financial adviser.
Jim Jackson said many Financial Planners currently shy away from health as they find it confusing and risky.
He said: "Private medical insurance can be very confusing, in particular the underwriting terms and the comparision of benefits are a nightmare to all but the most prepared planners.
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"Then there is the compliance aspect and the risk that advice might not be right or your client finds a better policy at a lower premium."
However, he said, there was still an opportunity for firms to get involved in health without having to take these risks.
"Health offers a good commercial opportunity for planners and should be part of your ongoing planning process. It is clearly a relevant service, even if your client is just looking to make sure they are not paying over the odds with their current provider."

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