Pandemic drawing people to seek financial advice - Sanlam

1-in-8 plan to see adviser for the first time

John White: In addition to unprecedented uncertainty about jobs, businesses and investments, there is also a sense that clients want to ‘get their house in order’."
John White: In addition to unprecedented uncertainty about jobs, businesses and investments, there is also a sense that clients want to ‘get their house in order’."
  • LinkedIn  
0 Comments

The coronavirus pandemic has led more people to seek financial advice, research by advice and wealth management firm Sanlam has found.

Sanlam commissioned a survey of more than 2,000 British adults, asking about their intentions to organise their finances during the Covid-19 crisis. The study, conducted by independent group Atomik,...

More on Your profession

More news