Women value a personal advice service more than men

‘A personalised approach can help women look after their wealth’

Isabel Baxter
clock • 1 min read

Women value a personal advice service more than men, according to JM Finn

The wealth manager's Wealth in Women's Hands report found the main driver of satisfaction for female clients was the personal relationship. It also found that while many women are becoming more affluent, they are still less likely than men to invest their money or use wealth planning services as only one in ten women said they understand investment. The reasons included for this is because of the jargon used, the report found. Out of the women included, 23% said they lack confidence managing their money. Understanding what drives satisfaction for different clients is essential as w...

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