World Financial Planning Day: Time for advisers to step up

This year’s theme is on the role of the planner in reducing client stress

Hope William-Smith
clock • 1 min read

The service that a good financial adviser should provide for clients stretches beyond just telling them what to do with money, Continuum has said.

Commenting today (4 October) for World Financial Planning Day, managing partner Martin Brown said advisers needed to "step up and ensure they are doing their part" when it comes to helping clients combat stresses around finance but also more widely as well. Brown said this should include offering "more emotional, mental and general health support to clients". "During the coronavirus pandemic a lot of our clients came face to face with their vulnerability and started involving the next generation and wider family members with their planning for the future," he said. "We soon noticed a ...

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