Clients are looking to reset their financial plans in the new tax year, presenting opportunities for financial advisers, according to research from adviser platform business Wealthtime.
The survey - conducted by Ad Lucem on behalf of Wealthtime among 1,000 UK adults aged 35 and over with average investable assets of £350,000 – found 34% plan to open or top up an ISA early in the new tax year, while 26% intend to adjust their regular savings and investments. Additionally, 21% plan to review their pension contributions. Although clients know how they want to adapt their financial plans, 18% already expect to delay taking any action. Wealthtime believes this highlights how easily good intentions can slip away without the right support from financial advisers. The sur...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
