Clients view early advice as big benefit, Fairstone survey shows

'Get them while they're young'

clock • 3 min read

A third of people in their twenties taking financial advice wished they had started at an even younger age according to Fairstone's annual client survey which is published as part of its latest report, entitled Changing Landscape: Retirement is not just for the old.

The survey of 1,600 Fairstone clients found that a further 50% of people polled across all age groups echoed this, with 98% saying that they thought starting a financial plan as early as possible is beneficial. Lee Hartley, Fairstone CEO said that the latest survey painted a changing landscape for the future of financial services and has implications for both financial advisers and their clients. "One statistic that stood out was that 98% of clients thought that starting a financial plan as early as possible was critically important. This clearly shows that our clients see the value o...

To continue reading this article...

Join Professional Adviser for free

  • 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
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Intergenerational transfers: 1.2 million older clients predict children will change advisers

Intergenerational transfers: 1.2 million older clients predict children will change advisers

‘Firms cannot afford to be complacent about the threat of intergenerational transfers’

Isabel Baxter
clock 18 September 2025 • 2 min read
PA Awards 2026: Entry deadline tomorrow!

PA Awards 2026: Entry deadline tomorrow!

Celebrating the best in financial planning and advice

Professional Adviser
clock 18 September 2025 • 1 min read
PFS reports pre-tax loss of £660,000 for 2024 as membership falls

PFS reports pre-tax loss of £660,000 for 2024 as membership falls

Total benefit recharge to CII in 2024 was £6.96m

Jenna Brown
clock 18 September 2025 • 3 min read