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

Andrew Goodwin: It's time for advisers to think differently about innovation

Andrew Goodwin: It's time for advisers to think differently about innovation

'Ours is still a profession that rightly places enormous emphasis on the human touch, relationships and trust'

Andrew Goodwin
clock 04 July 2025 • 4 min read
Altus' Holford urges advisers to reframe concept of advice gap

Altus' Holford urges advisers to reframe concept of advice gap

Traditional models of value, service and delivery are being challenged

Sahar Nazir
clock 04 July 2025 • 2 min read
PA Asks: Do you keep in touch with clients when on holiday?

PA Asks: Do you keep in touch with clients when on holiday?

Plus, targeted support worries and BDMs

Professional Adviser
clock 04 July 2025 • 1 min read