From the Ed: is it time to update life's 'key' events

FROM THE EDITOR

Scott Sinclair
clock

I've been on my IFA's books for, ooh, 18 months now and I've only seen him twice (it probably should have been more in the circumstances, but that's entirely my fault).

I have, however, just made appointment number three. That's because, shortly, and for the first time, we're expecting an addition to the Sinclair household. And I'm not talking about a conservatory. It's during life-changing times like these that one is supposed to see one's adviser, if one has one. And, schooled in the value of advice as I am, it's at times like these that I'm grateful I have an IFA I believe I can trust. Why is it that people only see their advisers when something major happens? Why does it take a death in the family, an inheritance or (fingers crossed) a Lottery wi...

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

Titan Wealth to provide financial education to pro cricketers

Titan Wealth to provide financial education to pro cricketers

Professional sport comes with 'a very different financial journey'

Laura Miller
clock 16 September 2026 • 2 min read
CII New Gen group takes on young adviser shortage

CII New Gen group takes on young adviser shortage

Hollee Vivian launches initiative with adviser peers

Isabel Baxter
clock 15 September 2026 • 4 min read
News editor's view: The advice profession is getting bigger, but is it getting better?

News editor's view: The advice profession is getting bigger, but is it getting better?

The news editor's Friday Night Takeaway from 11 September

Isabel Baxter
clock 11 September 2026 • 3 min read