Advice by email: a glimpse into the future?

MASS MARKET

clock

An American start-up has attracted plenty of interest with its low-cost advice offering. Could it work in the UK?

Cracking mass-market advice has been an obsession for many – but a success for few. When someone finally gets a low-cost offering right, “they will clean up”, said Jackson Financial Planning’s Pete Matthew. A US start-up could have the answer. LearnVest provides an advice firm with a difference: it operates remotely, with aggressively cheap fees to match. A basic financial plan starts from as little as £45. The company’s ‘Complete Financial Plan’, offering four phone calls with a certified financial planner and 12 months of email support, retails at £225. Early days Entrepreneuri...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

An inclusive culture that starts at the top: LV=

An inclusive culture that starts at the top: LV=

LV= is headline sponsor of the Women in Financial Advice Awards 2025

LV=
clock 12 November 2025 • 3 min read
Autumn Budget 2025: Treasury rules out rumoured Budget pensions tax-free lump sum raid

Autumn Budget 2025: Treasury rules out rumoured Budget pensions tax-free lump sum raid

Was becoming a ‘great source of anxiety’ among savers

Professional Adviser
clock 12 November 2025 • 1 min read
Male-dominated image still deters women from financial planning

Male-dominated image still deters women from financial planning

Women’s Wealth Alliance report calls for CPD framework to close gender gap

Sahar Nazir
clock 11 November 2025 • 2 min read