Advised clients have 'better financial wellbeing' - report

More financial plans

clock • 1 min read
Advised clients have 'better financial wellbeing' - report

Advised clients are four times more likely to have high levels of financial wellbeing than those that manage their finances solo, an Aegon report has found.

According to the report, fewer than one-in-ten (9%) of those without an adviser have a financial plan that stretches over 10 years, compared with 43% of advised clients. Those with an adviser also reported...

To continue reading this article...

Join Professional Adviser


  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Tap into our community intelligence through our regular Pro Adviser poll.
 Be the first to hear about our events and awards programmes.



Already a Professional Adviser member?


More on Your profession