Jeremy Mugridge: Adding new clients should be a family affair

Intergenerational wealth transfers set to surge

Jenna Brown
clock • 4 min read

Bringing clients on board during the pandemic is a challenge for all advisers but should intermediaries be looking closer to home for fresh customers? Here Jeremy Mugridge explains why the family members of current clients are prime candidates for advice

With the announcement of further restrictions for six months businesses across the UK will be thinking about the implications. For many, including the advice profession, going back to working from home, or perhaps just remaining working from home will be nowhere near as logistically challenging as it was the first time around. Throughout this period, most of the advisers we have spoken to have been rightly focused on their current client base and with all the logistical challenges have had little time for anything else. Now we are speaking to many firms who have the bandwidth and are ...

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