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

News editor's view: The devil in the Budget detail

News editor's view: The devil in the Budget detail

The news editor's Friday Night Takeaway from 30 October

Isabel Baxter
clock 30 October 2026 • 2 min read
What's spooking financial advisers this Halloween?

What's spooking financial advisers this Halloween?

Experts share what's keeping the profession awake this spooky season

Professional Adviser
clock 30 October 2026 • 4 min read
Feel Good Friday: CISI urges financial planners to give 'one hour' to upcoming Financial Planning Week

Feel Good Friday: CISI urges financial planners to give 'one hour' to upcoming Financial Planning Week

Event takes place January 2027

Professional Adviser
clock 30 October 2026 • 1 min read