More young adults to seek out financial advisers post-pandemic - Continuum

'One in five clients under 40'

Julia Bahr
clock • 3 min read

The Covid-19 pandemic has helped increase the awareness of the benefits of financial planning among younger generations, according to national financial planning firm Continuum.

More than 64% of the firm's client base are now under the age of 60, it said. The crisis has left clients more open to including members of their family in the estate planning process, Continuum has found. As a result, an increased number of Continuum clients are now tailoring their estate planning towards the individual needs of the younger generations of their family supported by their adviser. "Engaging with the next generation and educating them on the benefits of financial planning is key for IFAs, many of whom have been seeing their average client base age considerably over t...

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