Advisers urged not to let clients 'act too soon' ahead of Budget

Communication is about ‘staying calm and keeping clients focused’

Isabel Baxter
clock • 5 min read

It is important for advisers to stay calm and not to let clients act too soon ahead of the Autumn Budget, industry specialists have told Professional Adviser.

With the Autumn Budget approaching on 30 October and the daily commentary on what it might or might not contain, clients are looking for answers and it is easy for them to "get caught up" in the speculation, Benchmark head of financial planning Wesley Harrison told PA. "As advisers, it's our job to stay ahead of these conversations and provide the right balance of guidance and reassurance," he noted. Harrison said advisers at Benchmark are focusing on keeping things in perspective. "Clients will have read headlines about tax rises or cuts to pension reliefs, but most of it is just ...

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