Financial planning throughout the ages

clock

In this case study Simon Willoughby demonstrates the value of advice through different life stages.

The Retail Distribution Review (RDR) is now a thing of reality and not just a myth often discussed by advisers ironing out any kinks. They have realised they need to enhance their businesses to ensure their clients are offered the services they need and want. A key component for any adviser business in the new RDR world is value; a need to demonstrate the initial value they can offer and the continued value they can add over a period of time. Some clients may be looking to interact with an adviser on a transactional basis while others may be looking for a fuller holistic financial pla...

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

FCA reviewing client categorisation rules to distinguish retail investors from the pack

FCA reviewing client categorisation rules to distinguish retail investors from the pack

Goal of 40 more initiatives to be completed by year end

Eve Maddock-Jones
clock 10 July 2025 • 2 min read
Wealthtime swings to £10m loss after setting aside £7.5m for legacy asset complaints

Wealthtime swings to £10m loss after setting aside £7.5m for legacy asset complaints

Platform firm moves forward with Wipro-led transformation despite fall in profitability

Sahar Nazir
clock 10 July 2025 • 2 min read
PA Awards 2026: Entries for all categories now open!

PA Awards 2026: Entries for all categories now open!

Our 21st anniversary awards will be held in London next March

Professional Adviser
clock 09 July 2025 • 1 min read