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

Angela Rayner resigns after ethics report finds warnings ignored on tax advice

Angela Rayner resigns after ethics report finds warnings ignored on tax advice

Following investigation

Sahar Nazir
clock 05 September 2025 • 2 min read
What will cryptocurrency regulation mean for financial advice?

What will cryptocurrency regulation mean for financial advice?

‘Regulation doesn’t automatically make something a sound investment’

Isabel Baxter
clock 05 September 2025 • 8 min read
Wealth management M&A: Integration is the competitive advantage

Wealth management M&A: Integration is the competitive advantage

'M&A is reshaping UK wealth management at an unprecedented pace'

Jim London
clock 05 September 2025 • 4 min read