Third Financial CEO: 'Advisers must add value above self-service'

‘There is so much possibility for self-serve now’

Isabel Baxter
clock • 3 min read

With self-serve options increasingly available and in sight of younger generations, Third Financial chief executive Ian Partington has cautioned that advisers must go above and beyond.

"Advisers must be adding value above what people can do on a self-serve basis," Partington told Professional Adviser.  Partington said he believes that there are more opportunities than ever before for younger generations of potential clients to get financial advice on a self-serve basis. Given this, advisers must prove they are worth their salt through value adds. "If you have inherited money from your parents suddenly, it can be overwhelming and having the reassurance of a trusted face to speak through it all with is very useful," Partington said. "But there's so much possibility fo...

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

Willingness to pay for financial advice falls as other options open up

Willingness to pay for financial advice falls as other options open up

Perceived need for financial advice has fallen, Boring Money report finds

Isabel Baxter
clock 13 June 2025 • 2 min read
Women in Financial Advice Awards 2025: Complete your entries!

Women in Financial Advice Awards 2025: Complete your entries!

Entry period closes on 20 June

Professional Adviser
clock 12 June 2025 • 1 min read
Robo-advisers 'disrupting' self-directed client segment

Robo-advisers 'disrupting' self-directed client segment

Emotional value of advice still a ‘completely human endeavour’

Isabel Baxter
clock 12 June 2025 • 3 min read