Clients divulge key benefits to using a financial adviser

Report highlights key motivators for using a financial planner

Sahar Nazir
clock • 1 min read

UK clients have outlined the key benefits to using a financial adviser, such as for peace of mind and to help them gain a clear plan on how to reach goals.

Research published by Hymans Robertson Investment Services (HRIS) has outlined the key benefits that clients receive from speaking to a financial adviser. The company's Consumer Survey 2023 surveyed more than 1,000 clients in the UK on why they would use a financial adviser. The report is aimed at helping advisers better understand client attitudes of those with investable assets over £300,000. It looked at a number of topics including ‘value' and relevant factors that could be used to assess it. The report found that half (50%) of the clients use a financial adviser to "help gain ...

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

Adviser interest decreases in income-focused funds

Adviser interest decreases in income-focused funds

According to the quarterly Market Intelligence report from Square Mile

Sahar Nazir
clock 12 April 2024 • 1 min read
Schroders Personal Wealth five years on: Did it change the game?

Schroders Personal Wealth five years on: Did it change the game?

'Perhaps more evolution that revolution in the market'

Justin Cash
clock 12 April 2024 • 4 min read
Feel Good Friday: Progeny director runs for cancer charity

Feel Good Friday: Progeny director runs for cancer charity

Alex Shaw has beat lung cancer and is training for the London Marathon

Professional Adviser
clock 12 April 2024 • 1 min read