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

HMRC social media scam report email used just three times

HMRC social media scam report email used just three times

‘Dispiriting’ figure suggests public knowledge gap on fraud reporting

Jen Frost
clock 20 July 2026 • 5 min read
Feel Good Friday: Nine Edge Wealth sponsors young Scottish boxer

Feel Good Friday: Nine Edge Wealth sponsors young Scottish boxer

Sponsors Lara Brown

Professional Adviser
clock 17 July 2026 • 1 min read
Women's Wealth Alliance launches careers guide to attract more women to personal finance profession

Women's Wealth Alliance launches careers guide to attract more women to personal finance profession

Aimed at women at different stages of life and careers

Professional Adviser
clock 16 July 2026 • 3 min read