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...

To continue reading this article...

Join Professional Adviser

  • 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.



Already a Professional Adviser member?


More on Your profession

Gilks: "We are currently trialling a four-day work week."

A day in the life of an adviser: Penzance-based Demi-Leigh Gilks

PA hears how advisers all across the nation structure their workdays

Sahar Nazir
clock 09 June 2023 • 3 min read
Schroders head of UK intermediary solutions Gillian Hepburn

Advisers called to be more open-minded to embracing AI

Artificial intelligence should be on advisers’ radar, Schroders says

Sahar Nazir
clock 08 June 2023 • 1 min read
Demand for sustainable investing wanes amid doubts

Demand for sustainable investing wanes amid doubts

More advisers report decline in client interest for sustainable investment

Sahar Nazir
clock 08 June 2023 • 1 min read