Pivotal moments: How advisers help clients navigate 'life junctions'

'Exciting and daunting rolled into one'

Julia Bahr
clock • 5 min read

Many clients do not take into account their financial planner's ability to help navigate the emotional and technical challenges during a time of personal transition, such as the death of a spouse or parent, a divorce, the sale of a business, retirement, a sudden inheritance or a major career change, writes Julia Bahr

They may wonder how advisers will address their challenges and concerns when life suddenly takes a different direction. What skills do advisers need to help them and what do they think is key to build or maintain a successful client-adviser relationship during a major life transition? Talking to PA, experienced financial advisers shared their views on navigating clients' complex matters… Scott Gallacher, Chartered financial planner at Rowley Turton says: "Major life transitions are a big part of our job as financial planners." Gallacher, who joined Rowley Turton in 1997, has ext...

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