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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.


Female clients ditch advisers after partner dies

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


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.


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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