Clients want IFAs to be more pro-active says Abbey

According to a research conducted on behalf of the Glasgow-based lender, people say they would prefer advisers to pro-actively inform them about what is happening in their portfolio and how their current portfolio could be improved. They also would like to have an ongoing client-adviser relationship with their IFA across all their financial holdings. In cases where this could be possible - alongside a more pro-active role taken by the adviser - clients seem to both trust and rely more on their IFAs for financial advice, Abbey suggests. Research - which questioned a number of high-n...