Wealthy individuals feel able to manage their own finances - Aegon
21% already have plans in place
Ronnie Taylor: "Having a better understanding of the general perceptions people have about advice is key to unlocking potential clients."
More than half (53%) of wealthier non-advised individuals feel confident enough to manage their own finances, which proved to be the main reason why they had not sought advice, research by Aegon found.
As part of its Advice Makes Sense initiative, Aegon conducted a study looking at how the public view financial advice. Those who are wealthy but do not take financial advice found the second biggest...
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