Clients want more adviser contact after pandemic jitters - Value of Advice report

Big life events main triggers for advice

Holly Mackay: "Given the climate of continued uncertainty in the months ahead, personalised and ‘little and often' contact is likely to be more valued than ever."
Holly Mackay: "Given the climate of continued uncertainty in the months ahead, personalised and ‘little and often' contact is likely to be more valued than ever."
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The Covid-19 pandemic has prompted almost a quarter (23%) of clients to request more frequent contact from their financial adviser with the traditional annual review now considered not enough, research has found.

St. James's Place (SJP) Value of Advice report, conducted with Boring Money, found nearly a quarter of clients said the pandemic had changed what they want from their adviser. It said clients now want...

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