The next generation: Continuum on having 60% of clients under 60

‘Encouraging clients to include younger generations'

Ayesha Venkataraman
clock • 2 min read

Financial advisers and their clients need to engage the next generation and open families up to talking about money, said national IFA firm Continuum, revealing that more than 62% of its clients are now under the age of 60.

The firm has seen increasingly open conversations around money and intergenerational wealth planning amongst its client base since the start of the pandemic, with clients getting more of their family involved in the relationship with the adviser, it said. As a result, Continuum has seen an increase in its own younger client base as family members become clients in their own right with one-in-five clients under the age of 40. Continuum managing partner Martin Brown said: "For many years now we have been encouraging clients to include younger generations of their family in meetings. We ...

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