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Mothers want their children involved in Financial Planning

Almost three-quarters (71%) of mothers seeking financial advice would like their Financial Planners to develop a relationship with their children.

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Female clients ditch advisers after partner dies

Nearly half of financial advisers have reported losing a female client after their partner has died.

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Young men more likely to seek advice than women

Women are failing to benefit from financial advice when they are young with just 12% aged 18 to 34 years old seeking help from a Financial Planner - despite a quarter worrying about money on a daily basis, according to a new report.

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2 in 3 advisers alter business plans due to Covid-19

Almost two-thirds (64%) of advice firms have altered their future business plans due to Covid-19.

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