Carl Lamb: Clients under lockdown pressure need advisers to be kind

Divorce lawyers will be busy

clock • 4 min read

Smith and Pinching’s Carl Lamb looks at clients’ changing priorities as lockdown eases and urges all advisers to be kind as plans evolve and change in light of ever-shifting circumstances

Can you believe that we are already over half-way through the year?  It's certainly been a challenging few months for everyone, irrespective of their wealth, employment status and personal circumstances.  As financial advisers, we are often the confidantes of our clients who will be responding to the easing of lockdown in a variety of ways. Our conversations with clients now will be more important than ever. I'm still seeing a great deal of nervousness about both health and wealth. Many clients - especially the over 70s - are very reluctant to get back to normal. They're still staying...

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

Advisers urged to prioritise mindset over products in retirement planning

Advisers urged to prioritise mindset over products in retirement planning

Defaqto conference panellists urge shift to service-led, goal-driven strategies

Sahar Nazir
clock 02 May 2025 • 1 min read
PA360: 'Clients crave certainty, not solutions' – advisers urged to listen harder

PA360: 'Clients crave certainty, not solutions' – advisers urged to listen harder

‘Are you really listening to your clients?’

Sahar Nazir
clock 02 May 2025 • 2 min read
PA Asks: Should the cash ISA limit be cut?

PA Asks: Should the cash ISA limit be cut?

Plus, which business leader inspires you, redundancy cover and NFTs

Professional Adviser
clock 02 May 2025 • 1 min read