Advisers urged to 'step up their act' when helping clients

Advisers must offer clients ‘emotional, mental, and general health support’

Sahar Nazir
clock • 1 min read

Advisers should improve their clients’ wellbeing service by offering more “emotional, mental, and general health support”, Continuum says.

The call from the Plymouth-headquartered national comes after a recent Morningstar study found that clients are most likely to turn to financial planning for emotional reasons. The research suggested that the majority (60%) of clients cited an emotional reason than a financial reason (40%) for hiring an adviser. Continuum managing partner Martin Brown said: "Money is one of the most sensitive and at times uncomfortable subjects for many of us to talk about. "A good IFA will build up their relationship with their clients to the point at which they are often one of their most trusted...

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

'Don't think of consolidation as the end of independent advice. It isn't'

'Don't think of consolidation as the end of independent advice. It isn't'

Continuity before everything else

Tom Rowe-Jones
clock 02 September 2026 • 5 min read
SENDA calls on profession to share how it supports families with disabilities

SENDA calls on profession to share how it supports families with disabilities

Part of white paper launching in November

Isabel Baxter
clock 02 September 2026 • 2 min read
Plannex memberships boosted by 'out of the blue' Reddit influx

Plannex memberships boosted by 'out of the blue' Reddit influx

Without spending a penny on the social media platform

Isabel Baxter
clock 01 September 2026 • 5 min read