My holiday cover tips

Every day we ask advisers for their tips on managing clients when they go on holiday... Today, Tamar's Colin Last

clock

Every day we ask advisers for their tips on managing clients when they go on holiday...

Colin Last, director, Tamar IFA Limited: "When I first started my own business as an IFA, this was one of my biggest issues. I felt that I couldn't afford to take any time off as I would be leaving my clients 'stranded'. I then approached an ex colleague of mine to act as locum to cover me whilst I was away and the best that this could offer was my clients were able to speak to someone rather than leaving a message on the answerphone. I then took on a part time administrator, which meant that clients only had to wait a maximum of 24 hours before their call was returned. Since then ...

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

Female client focus 'vital' as great wealth transfer comes

Female client focus 'vital' as great wealth transfer comes

Intergenerational wealth planning importance

Professional Adviser
clock 06 February 2026 • 1 min read
Andrew Goodwin: Flipping the narrative on successful investing

Andrew Goodwin: Flipping the narrative on successful investing

'He's a pinball wizard, there has to be a twist'

Andrew Goodwin
clock 06 February 2026 • 4 min read
Paraplanners' confidence holding back progression

Paraplanners' confidence holding back progression

Aspiration and confidence gap over future career paths, SOTAN report finds

Isabel Baxter
clock 05 February 2026 • 3 min read