As the big day creeps nearer and nearer, Professional Adviser explores what financial advice firms have done to engage with clients over the festive period.
Christmas is a time in which families and friends get together, but it is also a time when financial advisers can show appreciation for their clients. Whether it is something as simple as a Christmas card or even a personalised gift, the festive season offers an opportunity for advisers to touch base with clients and wish them well. Berry & Oak Sarah Elson Advice firm and PA Awards 2025 best client engagement short-lister Berry & Oak sends a traditional Christmas card to clients signed by the whole of the team. "I think these days with getting so much by email, it's still nice ...
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