Laura Suter: Addressing financial advisers' millennial dilemma

A financial adviser wishlist

clock • 3 min read

Much as she might dislike the label, Laura Suter is a millennial and that means her expectations of a financial adviser are going to be significantly different to those of her parents

At some point I am going to need a financial adviser. Sadly, my wealth is too small to trouble the door of most at the moment but I would plan to in the future - both for tax-planning help and also because, like doctors making the worst patients, those who drone on about finance all day are usually the worst at organising their own financial affairs. And I am no exception. As a millennial, however - and as much as I begrudge being included in the group - my expectations of a financial adviser will be different to those of my parents. I cannot remember the last time I went into a bank bra...

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

'Underperforming' sector does more damage to women over time

'Underperforming' sector does more damage to women over time

Y Tree executive director Eliana Sydes speaks to PA

Sophia Panayi
clock 29 July 2026 • 2 min read
From the annual review to the 'always on' adviser/client relationship

From the annual review to the 'always on' adviser/client relationship

'Regular reviews will still play an important role, but clients' lives do not follow a servicing calendar'

Tessa Lee
clock 28 July 2026 • 4 min read
Number of British millionaires drops to lowest level since 2008

Number of British millionaires drops to lowest level since 2008

Estimated number of 442,000

Sophia Panayi
clock 28 July 2026 • 3 min read