Financial advisers have been called on to “step up their game” and offer more emotional and general health support to clients, according to national IFA Continuum.
The firm stated that providers have reported more clients turning to them for wellbeing support. However, it stated that most advisers are not offering wellbeing services to their clients. Continuum also pointed to the Financial Conduct Authority's five-year strategy, which focuses on improving trust and how financial services firms can help improve overall client wellbeing. Continuum managing partner Martin Brown said: "Over the past three years, we have noticed more and more clients reaching out for emotional support and help with general wellbeing. "We believe personal wellbeing...
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