The majority (82%) of those who have a financial adviser believe it represents “value for money” which marks an increase of 10% from 2023, according to the Scottish Widows Investor Confidence Barometer.
The latest Barometer found that advisers and clients agree that accessibility is important. Nine in ten (90%) advisers said they believe that being contactable is important, with almost all (96%) advised clients agreeing with them. Meanwhile, 96% of advised clients said they consider portfolio performance a top priority, which highlights that accessibility and performance rank equal for advised clients. Moreover, the survey found that both advisers and clients agree that tools such as cashflow modelling are important in demonstrating the value of advice particularly in light of Consum...
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